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 | $44,081 | $178,174-75.3% | $156,181-71.8% | $137,256-67.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.44% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $5,301 | $4,972+6.6% | $4,294+23.4% | $4,156+27.5% |
| Participant deferral / active EE | $6,015 | $6,888-12.7% | $6,132-1.9% | $6,407-6.1% |
| Admin fee / account holder | $10,626 | $17,404-38.9% | $14,586-27.2% | $12,270-13.4% |