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 | $25,836 | $177,572-85.5% | $154,803-83.3% | $142,382-81.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.09% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,740 | $4,810-63.8% | $4,305-59.6% | $4,299-59.5% |
| Participant deferral / active EE | $3,335 | $6,272-46.8% | $5,540-39.8% | $6,507-48.7% |
| Admin fee / account holder | $1,419 | $16,786-91.5% | $14,329-90.1% | $12,624-88.8% |