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 | $35,696 | $179,726-80.1% | $156,263-77.2% | $142,382-74.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.47% | 77.86%-66.4pp | 59.47%-48.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,960 | $5,069-41.6% | $4,333-31.7% | $4,299-31.2% |
| Participant deferral / active EE | $6,313 | $6,956-9.2% | $6,158+2.5% | $6,507-3.0% |
| Admin fee / account holder | $6,127 | $17,272-64.5% | $14,255-57.0% | $12,624-51.5% |