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 | $18,487 | $154,228-88.0% | $145,433-87.3% | $137,256-86.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.82% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $5,853 | $4,804+21.8% | $4,554+28.5% | $4,156+40.8% |
| Participant deferral / active EE | $8,463 | $8,216+3.0% | $7,897+7.2% | $6,407+32.1% |
| Admin fee / account holder | $852 | $14,344-94.1% | $13,129-93.5% | $12,270-93.1% |