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 | $74,634 | $185,822-59.8% | $169,993-56.1% | $139,434-46.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.13% | 60.50%-44.4pp | 53.37%-37.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,536 | $7,590-79.8% | $6,785-77.4% | $4,751-67.7% |
| Participant deferral / active EE | $7,129 | $11,622-38.7% | $10,408-31.5% | $6,710+6.2% |
| Admin fee / account holder | $1,118 | $15,381-92.7% | $12,815-91.3% | $11,403-90.2% |