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 | $162,628 | $179,726-9.5% | $156,263+4.1% | $142,382+14.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.01% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,593 | $5,069-9.4% | $4,333+6.0% | $4,299+6.8% |
| Participant deferral / active EE | $19,038 | $6,956+173.7% | $6,158+209.1% | $6,507+192.6% |
| Admin fee / account holder | $666 | $17,272-96.1% | $14,255-95.3% | $12,624-94.7% |