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 | $34,629 | $159,602-78.3% | $150,045-76.9% | $142,382-75.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.67% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,475 | $4,961-50.1% | $4,693-47.3% | $4,299-42.4% |
| Participant deferral / active EE | $11,430 | $8,310+37.5% | $7,997+42.9% | $6,507+75.7% |
| Admin fee / account holder | $2,886 | $14,846-80.6% | $13,435-78.5% | $12,624-77.1% |