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 | $34,787 | $179,726-80.6% | $156,263-77.7% | $142,382-75.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.21% | 77.86%-60.6pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,279 | $5,069-35.3% | $4,333-24.3% | $4,299-23.7% |
| Participant deferral / active EE | $4,757 | $6,956-31.6% | $6,158-22.8% | $6,507-26.9% |
| Admin fee / account holder | $423 | $17,272-97.5% | $14,255-97.0% | $12,624-96.6% |