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 6-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 | $41,788 | $177,572-76.5% | $154,803-73.0% | $142,382-70.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.76% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,026 | $4,810+4.5% | $4,305+16.7% | $4,299+16.9% |
| Participant deferral / active EE | $20,638 | $6,272+229.1% | $5,540+272.5% | $6,507+217.1% |
| Admin fee / account holder | $795 | $16,786-95.3% | $14,329-94.4% | $12,624-93.7% |