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 | $43,846 | $177,572-75.3% | $154,803-71.7% | $142,382-69.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.50% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $21,185 | $4,810+340.4% | $4,305+392.1% | $4,299+392.8% |
| Participant deferral / active EE | $11,130 | $6,272+77.5% | $5,540+100.9% | $6,507+71.0% |
| Admin fee / account holder | $301 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |