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 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.39% | 70.24%-47.8pp | 62.55%-40.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,687 | $4,961-5.5% | $4,693-0.1% | $4,299+9.0% |
| Participant deferral / active EE | $9,089 | $8,310+9.4% | $7,997+13.7% | $6,507+39.7% |
| Admin fee / account holder | $5,939 | $14,846-60.0% | $13,435-55.8% | $12,624-53.0% |