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 | $23,526 | $159,602-85.3% | $150,045-84.3% | $142,382-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.77% | 70.24%-41.5pp | 62.55%-33.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $3,213 | $4,961-35.2% | $4,693-31.5% | $4,299-25.3% |
| Participant deferral / active EE | $6,737 | $8,310-18.9% | $7,997-15.8% | $6,507+3.5% |
| Admin fee / account holder | $1,102 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |