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 | $27,014 | $154,228-82.5% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.95% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,018 | $4,804-16.4% | $4,554-11.8% | $4,156-3.3% |
| Participant deferral / active EE | $3,277 | $8,216-60.1% | $7,897-58.5% | $6,407-48.8% |
| Admin fee / account holder | $2,776 | $14,344-80.6% | $13,129-78.9% | $12,270-77.4% |