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 | $16,928 | $148,534-88.6% | $135,903-87.5% | $139,434-87.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.33% | 79.19%-46.9pp | 68.23%-35.9pp | 372.94%-340.6pp |
| Employer contribution / active EE | $2,135 | $5,243-59.3% | $4,856-56.0% | $4,751-55.1% |
| Participant deferral / active EE | $7,161 | $8,100-11.6% | $7,758-7.7% | $6,710+6.7% |
| Admin fee / account holder | $855 | $12,400-93.1% | $10,762-92.1% | $11,403-92.5% |