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 | $38,185 | $177,572-78.5% | $154,803-75.3% | $142,382-73.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.22% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,015 | $4,810-58.1% | $4,305-53.2% | $4,299-53.1% |
| Participant deferral / active EE | $8,744 | $6,272+39.4% | $5,540+57.8% | $6,507+34.4% |
| Admin fee / account holder | $732 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |