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 | $27,561 | $177,572-84.5% | $154,803-82.2% | $142,382-80.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.47% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $7,120 | $4,810+48.0% | $4,305+65.4% | $4,299+65.6% |
| Participant deferral / active EE | $5,705 | $6,272-9.0% | $5,540+3.0% | $6,507-12.3% |
| Admin fee / account holder | $1,528 | $16,786-90.9% | $14,329-89.3% | $12,624-87.9% |