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 | $52,534 | $159,602-67.1% | $150,045-65.0% | $142,382-63.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 36.51% | 70.24%-33.7pp | 62.55%-26.0pp | 217.08%-180.6pp |
| Employer contribution / active EE | $2,522 | $4,961-49.2% | $4,693-46.3% | $4,299-41.3% |
| Participant deferral / active EE | $12,754 | $8,310+53.5% | $7,997+59.5% | $6,507+96.0% |
| Admin fee / account holder | $7,098 | $14,846-52.2% | $13,435-47.2% | $12,624-43.8% |