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 | $31,249 | $133,922-76.7% | $116,228-73.1% | $142,382-78.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.13% | 147.76%-128.6pp | 90.06%-70.9pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,269 | $3,446-63.2% | $2,994-57.6% | $4,299-70.5% |
| Participant deferral / active EE | $5,782 | $5,672+1.9% | $4,953+16.7% | $6,507-11.1% |
| Admin fee / account holder | $364 | $14,945-97.6% | $11,989-97.0% | $12,624-97.1% |