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 | $17,472 | $100,773-82.7% | $88,946-80.4% | $142,382-87.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.67% | 70.18%-51.5pp | 57.82%-39.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,287 | $2,918-55.9% | $2,555-49.6% | $4,299-70.1% |
| Participant deferral / active EE | $2,236 | $5,230-57.3% | $4,581-51.2% | $6,507-65.6% |
| Admin fee / account holder | $2,683 | $9,693-72.3% | $8,261-67.5% | $12,624-78.7% |