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 | $44,383 | $214,378-79.3% | $200,582-77.9% | $142,382-68.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 100.64% | 46.41%+54.2pp | 42.33%+58.3pp | 217.08%-116.4pp |
| Employer contribution / active EE | $1,582 | $6,841-76.9% | $6,419-75.4% | $4,299-63.2% |
| Participant deferral / active EE | $7,678 | $9,865-22.2% | $9,331-17.7% | $6,507+18.0% |
| Admin fee / account holder | $403 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |