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 | $14,379 | $107,452-86.6% | $91,541-84.3% | $142,382-89.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.16% | 22.06%-0.9pp | 20.50%+0.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $12,026 | $2,994+301.7% | $2,505+380.2% | $4,299+179.7% |
| Participant deferral / active EE | $8,018 | $4,754+68.6% | $4,008+100.1% | $6,507+23.2% |
| Admin fee / account holder | $6,241 | $8,834-29.4% | $6,956-10.3% | $12,624-50.6% |