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 | $14,239 | $177,572-92.0% | $154,803-90.8% | $142,382-90.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.84% | 65.07%-38.2pp | 58.88%-32.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,894 | $4,810-39.8% | $4,305-32.8% | $4,299-32.7% |
| Participant deferral / active EE | $4,759 | $6,272-24.1% | $5,540-14.1% | $6,507-26.9% |
| Admin fee / account holder | $460 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |