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 | $18,140 | $159,602-88.6% | $150,045-87.9% | $142,382-87.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 24.09% | 70.24%-46.1pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $10,824 | $4,961+118.2% | $4,693+130.6% | $4,299+151.8% |
| Participant deferral / active EE | $13,459 | $8,310+62.0% | $7,997+68.3% | $6,507+106.8% |
| Admin fee / account holder | $2,393 | $14,846-83.9% | $13,435-82.2% | $12,624-81.0% |