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 | $47,536 | $154,228-69.2% | $145,433-67.3% | $137,256-65.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.39% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $4,687 | $4,804-2.4% | $4,554+2.9% | $4,156+12.8% |
| Participant deferral / active EE | $9,089 | $8,216+10.6% | $7,897+15.1% | $6,407+41.9% |
| Admin fee / account holder | $5,939 | $14,344-58.6% | $13,129-54.8% | $12,270-51.6% |