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 6-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 | $44,167 | $177,572-75.1% | $154,803-71.5% | $142,382-69.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.85% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,669 | $4,810-23.7% | $4,305-14.8% | $4,299-14.7% |
| Participant deferral / active EE | $18,478 | $6,272+194.6% | $5,540+233.5% | $6,507+184.0% |
| Admin fee / account holder | $31,047 | $16,786+85.0% | $14,329+116.7% | $12,624+145.9% |