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 | $66,572 | $159,602-58.3% | $150,045-55.6% | $142,382-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.14% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $7,796 | $4,961+57.2% | $4,693+66.1% | $4,299+81.3% |
| Participant deferral / active EE | $7,472 | $8,310-10.1% | $7,997-6.6% | $6,507+14.8% |
| Admin fee / account holder | $1,432 | $14,846-90.4% | $13,435-89.3% | $12,624-88.7% |