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 | $85,767 | $177,572-51.7% | $154,803-44.6% | $142,382-39.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.30% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,897 | $4,810-39.8% | $4,305-32.7% | $4,299-32.6% |
| Participant deferral / active EE | $8,179 | $6,272+30.4% | $5,540+47.6% | $6,507+25.7% |
| Admin fee / account holder | $2,507 | $16,786-85.1% | $14,329-82.5% | $12,624-80.1% |