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 | $24,115 | $100,970-76.1% | $96,576-75.0% | $137,256-82.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.34% | 38.16%-15.8pp | 38.47%-16.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $4,841 | $3,809+27.1% | $3,553+36.2% | $4,156+16.5% |
| Participant deferral / active EE | $7,783 | $8,286-6.1% | $7,956-2.2% | $6,407+21.5% |
| Admin fee / account holder | $1,026 | $11,312-90.9% | $11,381-91.0% | $12,270-91.6% |