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 | $16,970 | $111,754-84.8% | $103,333-83.6% | $145,922-88.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.10% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,423 | $4,212-42.5% | $3,868-37.4% | $4,660-48.0% |
| Participant deferral / active EE | $1,574 | $5,619-72.0% | $5,057-68.9% | $6,688-76.5% |
| Admin fee / account holder | $1,301 | $9,750-86.7% | $8,355-84.4% | $13,397-90.3% |