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 6-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 | $34,393 | $159,602-78.5% | $150,045-77.1% | $142,382-75.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.52% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,148 | $4,961-56.7% | $4,693-54.2% | $4,299-50.0% |
| Participant deferral / active EE | $10,198 | $8,310+22.7% | $7,997+27.5% | $6,507+56.7% |
| Admin fee / account holder | $1,389 | $14,846-90.6% | $13,435-89.7% | $12,624-89.0% |