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 | $89,610 | $177,572-49.5% | $154,803-42.1% | $142,382-37.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.26% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,775 | $4,810-21.5% | $4,305-12.3% | $4,299-12.2% |
| Participant deferral / active EE | $6,889 | $6,272+9.8% | $5,540+24.3% | $6,507+5.9% |
| Admin fee / account holder | $1,962 | $16,786-88.3% | $14,329-86.3% | $12,624-84.5% |