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 | $28,564 | $179,726-84.1% | $156,263-81.7% | $142,382-79.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.80% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,847 | $5,069-4.4% | $4,333+11.9% | $4,299+12.7% |
| Participant deferral / active EE | $4,295 | $6,956-38.3% | $6,158-30.3% | $6,507-34.0% |
| Admin fee / account holder | $620 | $17,272-96.4% | $14,255-95.7% | $12,624-95.1% |