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 | $29,219 | $114,381-74.5% | $107,525-72.8% | $142,382-79.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.35% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,604 | $4,015-10.2% | $3,754-4.0% | $4,299-16.2% |
| Participant deferral / active EE | $9,126 | $5,564+64.0% | $5,116+78.4% | $6,507+40.2% |
| Admin fee / account holder | $3,235 | $9,860-67.2% | $8,919-63.7% | $12,624-74.4% |