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 | $84,016 | $111,754-24.8% | $103,333-18.7% | $145,922-42.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.24% | 24.77%+4.5pp | 24.88%+4.4pp | 561.29%-532.0pp |
| Employer contribution / active EE | $1,982 | $4,212-52.9% | $3,868-48.8% | $4,660-57.5% |
| Participant deferral / active EE | $2,765 | $5,619-50.8% | $5,057-45.3% | $6,688-58.7% |
| Admin fee / account holder | $584 | $9,750-94.0% | $8,355-93.0% | $13,397-95.6% |