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 | $32,365 | $148,534-78.2% | $135,903-76.2% | $139,434-76.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.30% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $5,043 | $5,243-3.8% | $4,856+3.8% | $4,751+6.1% |
| Participant deferral / active EE | $5,383 | $8,100-33.5% | $7,758-30.6% | $6,710-19.8% |
| Admin fee / account holder | $1,627 | $12,400-86.9% | $10,762-84.9% | $11,403-85.7% |