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 | $52,568 | $154,228-65.9% | $145,433-63.9% | $137,256-61.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.61% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $7,116 | $4,804+48.1% | $4,554+56.2% | $4,156+71.2% |
| Participant deferral / active EE | $6,708 | $8,216-18.4% | $7,897-15.1% | $6,407+4.7% |
| Admin fee / account holder | $3,275 | $14,344-77.2% | $13,129-75.1% | $12,270-73.3% |