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 | $15,680 | $106,584-85.3% | $101,326-84.5% | $142,382-89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.03% | 36.93%-15.9pp | 36.82%-15.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,212 | $3,956-69.4% | $3,665-66.9% | $4,299-71.8% |
| Participant deferral / active EE | $5,221 | $8,297-37.1% | $7,994-34.7% | $6,507-19.8% |
| Admin fee / account holder | $913 | $11,446-92.0% | $11,185-91.8% | $12,624-92.8% |