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 | $31,020 | $159,602-80.6% | $150,045-79.3% | $142,382-78.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.14% | 70.24%-41.1pp | 62.55%-33.4pp | 217.08%-187.9pp |
| Employer contribution / active EE | $2,107 | $4,961-57.5% | $4,693-55.1% | $4,299-51.0% |
| Participant deferral / active EE | $9,194 | $8,310+10.6% | $7,997+15.0% | $6,507+41.3% |
| Admin fee / account holder | $562 | $14,846-96.2% | $13,435-95.8% | $12,624-95.5% |