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 | $68,158 | $159,602-57.3% | $150,045-54.6% | $142,382-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.25% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,355 | $4,961+28.1% | $4,693+35.4% | $4,299+47.8% |
| Participant deferral / active EE | $16,039 | $8,310+93.0% | $7,997+100.6% | $6,507+146.5% |
| Admin fee / account holder | $996 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |