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 | $13,657 | $105,126-87.0% | $94,646-85.6% | $139,434-90.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.97% | 38.03%-18.1pp | 156.71%-136.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,930 | $4,106-4.3% | $3,672+7.0% | $4,751-17.3% |
| Participant deferral / active EE | $4,891 | $7,599-35.6% | $7,418-34.1% | $6,710-27.1% |
| Admin fee / account holder | $6,409 | $8,984-28.7% | $7,231-11.4% | $11,403-43.8% |