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 | $35,397 | $179,726-80.3% | $156,263-77.3% | $142,382-75.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.20% | 77.86%-56.7pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,261 | $5,069-35.7% | $4,333-24.7% | $4,299-24.1% |
| Participant deferral / active EE | $5,738 | $6,956-17.5% | $6,158-6.8% | $6,507-11.8% |
| Admin fee / account holder | $2,318 | $17,272-86.6% | $14,255-83.7% | $12,624-81.6% |