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 | $24,172 | $163,101-85.2% | $136,749-82.3% | $142,382-83.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 38.50% | 27.54%+11.0pp | 24.33%+14.2pp | 217.08%-178.6pp |
| Employer contribution / active EE | $2,634 | $4,117-36.0% | $3,400-22.5% | $4,299-38.7% |
| Participant deferral / active EE | $5,031 | $5,585-9.9% | $4,692+7.2% | $6,507-22.7% |
| Admin fee / account holder | $581 | $14,318-95.9% | $11,386-94.9% | $12,624-95.4% |