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 | $50,638 | $159,602-68.3% | $150,045-66.3% | $142,382-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.21% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,478 | $4,961-9.7% | $4,693-4.6% | $4,299+4.2% |
| Participant deferral / active EE | $7,861 | $8,310-5.4% | $7,997-1.7% | $6,507+20.8% |
| Admin fee / account holder | $1,688 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |