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 | $63,591 | $159,602-60.2% | $150,045-57.6% | $142,382-55.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.53% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $22,186 | $4,961+347.2% | $4,693+372.7% | $4,299+416.1% |
| Participant deferral / active EE | $13,857 | $8,310+66.7% | $7,997+73.3% | $6,507+112.9% |
| Admin fee / account holder | $1,303 | $14,846-91.2% | $13,435-90.3% | $12,624-89.7% |