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 | $37,350 | $209,336-82.2% | $197,124-81.1% | $137,256-72.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.39% | 48.09%-21.7pp | 44.34%-18.0pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,523 | $6,591-76.9% | $6,227-75.6% | $4,156-63.4% |
| Participant deferral / active EE | $9,296 | $9,614-3.3% | $9,135+1.8% | $6,407+45.1% |
| Admin fee / account holder | $1,835 | $17,308-89.4% | $16,298-88.7% | $12,270-85.0% |