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 | $25,747 | $154,228-83.3% | $145,433-82.3% | $137,256-81.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.39% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,945 | $4,804-59.5% | $4,554-57.3% | $4,156-53.2% |
| Participant deferral / active EE | $9,324 | $8,216+13.5% | $7,897+18.1% | $6,407+45.5% |
| Admin fee / account holder | $1,154 | $14,344-92.0% | $13,129-91.2% | $12,270-90.6% |