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 | $26,622 | $185,822-85.7% | $169,993-84.3% | $139,434-80.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.67% | 60.50%-40.8pp | 53.37%-33.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $5,529 | $7,590-27.1% | $6,785-18.5% | $4,751+16.4% |
| Participant deferral / active EE | $3,563 | $11,622-69.3% | $10,408-65.8% | $6,710-46.9% |
| Admin fee / account holder | $635 | $15,381-95.9% | $12,815-95.0% | $11,403-94.4% |