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 | $20,910 | $175,202-88.1% | $149,673-86.0% | $139,434-85.0% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 31.33% | 166.71%-135.4pp | 134.42%-103.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $10,978 | $5,474+100.5% | $4,818+127.9% | $4,751+131.1% |
| Participant deferral / active EE | $5,545 | $6,519-14.9% | $5,680-2.4% | $6,710-17.4% |
| Admin fee / account holder | $726 | $16,150-95.5% | $13,210-94.5% | $11,403-93.6% |