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 | $35,739 | $179,726-80.1% | $156,263-77.1% | $142,382-74.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.05% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,949 | $5,069-2.4% | $4,333+14.2% | $4,299+15.1% |
| Participant deferral / active EE | $8,608 | $6,956+23.8% | $6,158+39.8% | $6,507+32.3% |
| Admin fee / account holder | $6,410 | $17,272-62.9% | $14,255-55.0% | $12,624-49.2% |