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 | $37,728 | $177,572-78.8% | $154,803-75.6% | $142,382-73.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.37% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,554 | $4,810-5.3% | $4,305+5.8% | $4,299+5.9% |
| Participant deferral / active EE | $11,143 | $6,272+77.7% | $5,540+101.1% | $6,507+71.2% |
| Admin fee / account holder | $3,270 | $16,786-80.5% | $14,329-77.2% | $12,624-74.1% |