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 | $11,778 | $111,535-89.4% | $105,223-88.8% | $137,256-91.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 42.00% | 237.85%-195.9pp | 180.65%-138.6pp | 220.34%-178.3pp |
| Employer contribution / active EE | $2,478 | $3,939-37.1% | $3,689-32.8% | $4,156-40.4% |
| Participant deferral / active EE | $3,201 | $5,500-41.8% | $5,072-36.9% | $6,407-50.0% |
| Admin fee / account holder | $1,386 | $9,721-85.7% | $8,859-84.4% | $12,270-88.7% |