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 | $36,169 | $185,822-80.5% | $169,993-78.7% | $139,434-74.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.62% | 60.50%-33.9pp | 53.37%-26.7pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,889 | $7,590-75.1% | $6,785-72.2% | $4,751-60.2% |
| Participant deferral / active EE | $15,883 | $11,622+36.7% | $10,408+52.6% | $6,710+136.7% |
| Admin fee / account holder | $3,496 | $15,381-77.3% | $12,815-72.7% | $11,403-69.3% |