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 3-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 | $21,725 | $177,572-87.8% | $154,803-86.0% | $142,382-84.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.61% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,030 | $4,810-78.6% | $4,305-76.1% | $4,299-76.0% |
| Participant deferral / active EE | $9,995 | $6,272+59.4% | $5,540+80.4% | $6,507+53.6% |
| Admin fee / account holder | $27,582 | $16,786+64.3% | $14,329+92.5% | $12,624+118.5% |