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 | $95,892 | $159,602-39.9% | $150,045-36.1% | $142,382-32.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.56% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,296 | $4,961-53.7% | $4,693-51.1% | $4,299-46.6% |
| Participant deferral / active EE | $7,766 | $8,310-6.5% | $7,997-2.9% | $6,507+19.4% |
| Admin fee / account holder | $575 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |