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 | $44,472 | $177,572-75.0% | $154,803-71.3% | $142,382-68.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.01% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,354 | $4,810-51.1% | $4,305-45.3% | $4,299-45.2% |
| Participant deferral / active EE | $3,227 | $6,272-48.5% | $5,540-41.8% | $6,507-50.4% |
| Admin fee / account holder | $734 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |