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 | $28,074 | $177,572-84.2% | $154,803-81.9% | $142,382-80.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.56% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,106 | $4,810-56.2% | $4,305-51.1% | $4,299-51.0% |
| Participant deferral / active EE | $5,891 | $6,272-6.1% | $5,540+6.3% | $6,507-9.5% |
| Admin fee / account holder | $396 | $16,786-97.6% | $14,329-97.2% | $12,624-96.9% |