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 | $12,579 | $114,381-89.0% | $107,525-88.3% | $142,382-91.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.04% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,590 | $4,015-60.4% | $3,754-57.7% | $4,299-63.0% |
| Participant deferral / active EE | $2,706 | $5,564-51.4% | $5,116-47.1% | $6,507-58.4% |
| Admin fee / account holder | $742 | $9,860-92.5% | $8,919-91.7% | $12,624-94.1% |