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 | $15,728 | $106,515-85.2% | $96,683-83.7% | $139,434-88.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.70% | 38.43%-13.7pp | 35.69%-11.0pp | 372.94%-348.2pp |
| Employer contribution / active EE | $3,316 | $4,103-19.2% | $3,737-11.3% | $4,751-30.2% |
| Participant deferral / active EE | $6,711 | $5,454+23.0% | $4,878+37.6% | $6,7100% |
| Admin fee / account holder | $596 | $7,877-92.4% | $6,730-91.1% | $11,403-94.8% |