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 | $33,139 | $179,726-81.6% | $156,263-78.8% | $142,382-76.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.59% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,454 | $5,069+7.6% | $4,333+25.9% | $4,299+26.9% |
| Participant deferral / active EE | $6,389 | $6,956-8.2% | $6,158+3.7% | $6,507-1.8% |
| Admin fee / account holder | $412 | $17,272-97.6% | $14,255-97.1% | $12,624-96.7% |