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 | $159,602-88.4% | $150,045-87.7% | $142,382-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.82% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $5,853 | $4,961+18.0% | $4,693+24.7% | $4,299+36.2% |
| Participant deferral / active EE | $8,463 | $8,310+1.8% | $7,997+5.8% | $6,507+30.1% |
| Admin fee / account holder | $852 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |