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 | $38,507 | $154,228-75.0% | $145,433-73.5% | $137,256-71.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 38.75% | 74.59%-35.8pp | 66.58%-27.8pp | 220.34%-181.6pp |
| Employer contribution / active EE | $5,553 | $4,804+15.6% | $4,554+21.9% | $4,156+33.6% |
| Participant deferral / active EE | $12,103 | $8,216+47.3% | $7,897+53.3% | $6,407+88.9% |
| Admin fee / account holder | $6,460 | $14,344-55.0% | $13,129-50.8% | $12,270-47.3% |