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 | $34,907 | $104,974-66.7% | $95,585-63.5% | $142,382-75.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 24.08% | 210.33%-186.2pp | 38.56%-14.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,846 | $2,779+2.4% | $2,527+12.6% | $4,299-33.8% |
| Participant deferral / active EE | $7,950 | $4,352+82.7% | $4,023+97.6% | $6,507+22.2% |
| Admin fee / account holder | $452 | $6,386-92.9% | $6,127-92.6% | $12,624-96.4% |