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 | $54,284 | $159,602-66.0% | $150,045-63.8% | $142,382-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.08% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,024 | $4,961-18.9% | $4,693-14.3% | $4,299-6.4% |
| Participant deferral / active EE | $8,256 | $8,310-0.6% | $7,997+3.2% | $6,507+26.9% |
| Admin fee / account holder | $326 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |