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 | $32,358 | $114,381-71.7% | $107,525-69.9% | $142,382-77.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.99% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,157 | $4,015+3.6% | $3,754+10.8% | $4,299-3.3% |
| Participant deferral / active EE | $6,851 | $5,564+23.1% | $5,116+33.9% | $6,507+5.3% |
| Admin fee / account holder | $944 | $9,860-90.4% | $8,919-89.4% | $12,624-92.5% |