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 | $154,228-67.2% | $145,433-65.2% | $137,256-63.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.21% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,478 | $4,804-6.8% | $4,554-1.7% | $4,156+7.8% |
| Participant deferral / active EE | $7,861 | $8,216-4.3% | $7,897-0.5% | $6,407+22.7% |
| Admin fee / account holder | $1,688 | $14,344-88.2% | $13,129-87.1% | $12,270-86.2% |