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 | $41,413 | $201,272-79.4% | $184,203-77.5% | $145,922-71.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.86% | 29.00%-2.1pp | 28.81%-2.0pp | 561.29%-534.4pp |
| Employer contribution / active EE | $2,870 | $7,022-59.1% | $6,427-55.4% | $4,660-38.4% |
| Participant deferral / active EE | $10,129 | $9,806+3.3% | $9,131+10.9% | $6,688+51.5% |
| Admin fee / account holder | $2,949 | $16,364-82.0% | $13,901-78.8% | $13,397-78.0% |