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 | $33,308 | $177,572-81.2% | $154,803-78.5% | $142,382-76.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.22% | 65.07%-44.8pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,216 | $4,810-33.1% | $4,305-25.3% | $4,299-25.2% |
| Participant deferral / active EE | $7,208 | $6,272+14.9% | $5,540+30.1% | $6,507+10.8% |
| Admin fee / account holder | $1,893 | $16,786-88.7% | $14,329-86.8% | $12,624-85.0% |