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 | $33,960 | $179,726-81.1% | $156,263-78.3% | $142,382-76.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.84% | 77.86%-57.0pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,910 | $5,069-42.6% | $4,333-32.9% | $4,299-32.3% |
| Participant deferral / active EE | $7,053 | $6,956+1.4% | $6,158+14.5% | $6,507+8.4% |
| Admin fee / account holder | $598 | $17,272-96.5% | $14,255-95.8% | $12,624-95.3% |