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 | $74,057 | $179,726-58.8% | $156,263-52.6% | $142,382-48.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.08% | 77.86%-53.8pp | 59.47%-35.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $4,562 | $5,069-10.0% | $4,333+5.3% | $4,299+6.1% |
| Participant deferral / active EE | $24,964 | $6,956+258.9% | $6,158+305.4% | $6,507+283.6% |
| Admin fee / account holder | $390 | $17,272-97.7% | $14,255-97.3% | $12,624-96.9% |