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 | $12,013 | $74,888-84.0% | $71,209-83.1% | $142,382-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.02% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,722 | $2,854-39.7% | $2,721-36.7% | $4,299-59.9% |
| Participant deferral / active EE | $2,583 | $4,454-42.0% | $4,175-38.1% | $6,507-60.3% |
| Admin fee / account holder | $3,291 | $5,568-40.9% | $5,349-38.5% | $12,624-73.9% |