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 | $67,651 | $159,602-57.6% | $150,045-54.9% | $142,382-52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.10% | 70.24%-51.1pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,069 | $4,961-38.1% | $4,693-34.6% | $4,299-28.6% |
| Participant deferral / active EE | $8,292 | $8,310-0.2% | $7,997+3.7% | $6,507+27.4% |
| Admin fee / account holder | $1,065 | $14,846-92.8% | $13,435-92.1% | $12,624-91.6% |