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 | $37,924 | $177,572-78.6% | $154,803-75.5% | $142,382-73.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.58% | 65.07%-32.5pp | 58.88%-26.3pp | 217.08%-184.5pp |
| Employer contribution / active EE | $1,819 | $4,810-62.2% | $4,305-57.8% | $4,299-57.7% |
| Participant deferral / active EE | $9,677 | $6,272+54.3% | $5,540+74.7% | $6,507+48.7% |
| Admin fee / account holder | $1,482 | $16,786-91.2% | $14,329-89.7% | $12,624-88.3% |