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 | $24,681 | $179,726-86.3% | $156,263-84.2% | $142,382-82.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.09% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,280 | $5,069-55.0% | $4,333-47.4% | $4,299-47.0% |
| Participant deferral / active EE | $6,592 | $6,956-5.2% | $6,158+7.0% | $6,507+1.3% |
| Admin fee / account holder | $15,290 | $17,272-11.5% | $14,255+7.3% | $12,624+21.1% |