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 | $11,614 | $107,452-89.2% | $91,541-87.3% | $142,382-91.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.46% | 22.06%-3.6pp | 20.50%-2.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $931 | $2,994-68.9% | $2,505-62.8% | $4,299-78.3% |
| Participant deferral / active EE | $1,861 | $4,754-60.9% | $4,008-53.6% | $6,507-71.4% |
| Admin fee / account holder | $2,692 | $8,834-69.5% | $6,956-61.3% | $12,624-78.7% |