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 | $26,698 | $177,572-85.0% | $154,803-82.8% | $142,382-81.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.04% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,531 | $4,810-5.8% | $4,305+5.2% | $4,299+5.4% |
| Participant deferral / active EE | $10,554 | $6,272+68.3% | $5,540+90.5% | $6,507+62.2% |
| Admin fee / account holder | $1,964 | $16,786-88.3% | $14,329-86.3% | $12,624-84.4% |