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 | $48,073 | $177,572-72.9% | $154,803-68.9% | $142,382-66.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.02% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,549 | $4,810-67.8% | $4,305-64.0% | $4,299-64.0% |
| Participant deferral / active EE | $6,195 | $6,272-1.2% | $5,540+11.8% | $6,507-4.8% |
| Admin fee / account holder | $1,056 | $16,786-93.7% | $14,329-92.6% | $12,624-91.6% |