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 | $54,739 | $177,572-69.2% | $154,803-64.6% | $142,382-61.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.12% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,448 | $4,810+13.3% | $4,305+26.5% | $4,299+26.7% |
| Participant deferral / active EE | $9,684 | $6,272+54.4% | $5,540+74.8% | $6,507+48.8% |
| Admin fee / account holder | $9,908 | $16,786-41.0% | $14,329-30.9% | $12,624-21.5% |