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 | $56,362 | $159,602-64.7% | $150,045-62.4% | $142,382-60.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.40% | 70.24%-52.8pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,606 | $4,961+33.2% | $4,693+40.8% | $4,299+53.7% |
| Participant deferral / active EE | $8,065 | $8,310-2.9% | $7,997+0.9% | $6,507+23.9% |
| Admin fee / account holder | $5,502 | $14,846-62.9% | $13,435-59.0% | $12,624-56.4% |