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 | $61,943 | $159,602-61.2% | $150,045-58.7% | $142,382-56.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.17% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,659 | $4,961-6.1% | $4,693-0.7% | $4,299+8.4% |
| Participant deferral / active EE | $9,136 | $8,310+9.9% | $7,997+14.2% | $6,507+40.4% |
| Admin fee / account holder | $10,392 | $14,846-30.0% | $13,435-22.7% | $12,624-17.7% |