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 | $69,065 | $179,726-61.6% | $156,263-55.8% | $142,382-51.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.95% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,129 | $5,069-18.6% | $4,333-4.7% | $4,299-4.0% |
| Participant deferral / active EE | $10,005 | $6,956+43.8% | $6,158+62.5% | $6,507+53.8% |
| Admin fee / account holder | $1,359 | $17,272-92.1% | $14,255-90.5% | $12,624-89.2% |