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 | $13,981 | $177,572-92.1% | $154,803-91.0% | $142,382-90.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 103.77% | 65.07%+38.7pp | 58.88%+44.9pp | 217.08%-113.3pp |
| Employer contribution / active EE | $2,152 | $4,810-55.3% | $4,305-50.0% | $4,299-49.9% |
| Participant deferral / active EE | $3,011 | $6,272-52.0% | $5,540-45.7% | $6,507-53.7% |
| Admin fee / account holder | $768 | $16,786-95.4% | $14,329-94.6% | $12,624-93.9% |