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 | $27,554 | $183,519-85.0% | $155,509-82.3% | $145,922-81.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.39% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,767 | $5,313-10.3% | $4,672+2.0% | $4,660+2.3% |
| Participant deferral / active EE | $4,464 | $6,462-30.9% | $5,626-20.6% | $6,688-33.2% |
| Admin fee / account holder | $310 | $19,313-98.4% | $15,912-98.0% | $13,397-97.7% |