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 | $43,037 | $159,602-73.0% | $150,045-71.3% | $142,382-69.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.31% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,083 | $4,961-37.9% | $4,693-34.3% | $4,299-28.3% |
| Participant deferral / active EE | $6,601 | $8,310-20.6% | $7,997-17.5% | $6,507+1.4% |
| Admin fee / account holder | $454 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |