See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,446 | $100,970-73.8% | $96,576-72.6% | $137,256-80.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.56% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,738 | $3,809-1.9% | $3,553+5.2% | $4,156-10.1% |
| Participant deferral / active EE | $10,849 | $8,286+30.9% | $7,956+36.4% | $6,407+69.3% |
| Admin fee / account holder | $2,612 | $11,312-76.9% | $11,381-77.0% | $12,270-78.7% |