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 | $14,243 | $111,535-87.2% | $105,223-86.5% | $137,256-89.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 128.54% | 237.85%-109.3pp | 180.65%-52.1pp | 220.34%-91.8pp |
| Employer contribution / active EE | $4,717 | $3,939+19.7% | $3,689+27.9% | $4,156+13.5% |
| Participant deferral / active EE | $4,508 | $5,500-18.0% | $5,072-11.1% | $6,407-29.6% |
| Admin fee / account holder | $4,138 | $9,721-57.4% | $8,859-53.3% | $12,270-66.3% |