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 | $10,891 | $74,888-85.5% | $71,209-84.7% | $142,382-92.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.10% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,005 | $2,854-29.8% | $2,721-26.3% | $4,299-53.4% |
| Participant deferral / active EE | $4,250 | $4,454-4.6% | $4,175+1.8% | $6,507-34.7% |
| Admin fee / account holder | $1,114 | $5,568-80.0% | $5,349-79.2% | $12,624-91.2% |