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 | $100,970-84.5% | $96,576-83.8% | $137,256-88.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.03% | 38.16%-17.1pp | 38.47%-17.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,212 | $3,809-68.2% | $3,553-65.9% | $4,156-70.8% |
| Participant deferral / active EE | $5,221 | $8,286-37.0% | $7,956-34.4% | $6,407-18.5% |
| Admin fee / account holder | $913 | $11,312-91.9% | $11,381-92.0% | $12,270-92.6% |