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 | $30,440 | $117,983-74.2% | $101,794-70.1% | $142,382-78.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.35% | 36.92%-17.6pp | 30.53%-11.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,152 | $2,773-22.4% | $2,289-6.0% | $4,299-49.9% |
| Participant deferral / active EE | $3,579 | $4,714-24.1% | $4,084-12.4% | $6,507-45.0% |
| Admin fee / account holder | $1,208 | $10,433-88.4% | $8,777-86.2% | $12,624-90.4% |