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 | $35,117 | $159,602-78.0% | $150,045-76.6% | $142,382-75.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.20% | 70.24%-39.0pp | 62.55%-31.3pp | 217.08%-185.9pp |
| Employer contribution / active EE | $5,704 | $4,961+15.0% | $4,693+21.5% | $4,299+32.7% |
| Participant deferral / active EE | $10,384 | $8,310+25.0% | $7,997+29.9% | $6,507+59.6% |
| Admin fee / account holder | $8,918 | $14,846-39.9% | $13,435-33.6% | $12,624-29.4% |