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 | $42,502 | $114,381-62.8% | $107,525-60.5% | $142,382-70.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.74% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,978 | $4,015-0.9% | $3,754+6.0% | $4,299-7.5% |
| Participant deferral / active EE | $9,726 | $5,564+74.8% | $5,116+90.1% | $6,507+49.5% |
| Admin fee / account holder | $4,333 | $9,860-56.1% | $8,919-51.4% | $12,624-65.7% |