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 | $61,785 | $159,602-61.3% | $150,045-58.8% | $142,382-56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.69% | 70.24%-53.5pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,307 | $4,961-13.2% | $4,693-8.2% | $4,299+0.2% |
| Participant deferral / active EE | $8,286 | $8,310-0.3% | $7,997+3.6% | $6,507+27.3% |
| Admin fee / account holder | $738 | $14,846-95.0% | $13,435-94.5% | $12,624-94.2% |