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 | $40,194 | $177,572-77.4% | $154,803-74.0% | $142,382-71.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.15% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,142 | $4,810-13.9% | $4,305-3.8% | $4,299-3.6% |
| Participant deferral / active EE | $7,300 | $6,272+16.4% | $5,540+31.8% | $6,507+12.2% |
| Admin fee / account holder | $2,431 | $16,786-85.5% | $14,329-83.0% | $12,624-80.7% |