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 | $34,348 | $167,484-79.5% | $151,611-77.3% | $134,475-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 8.21% | 7.80%+0.4pp | 3.33%+4.9pp | 417.96%-409.8pp |
| Employer contribution / active EE | $4,139 | $6,829-39.4% | $6,166-32.9% | $4,740-12.7% |
| Participant deferral / active EE | $10,671 | $8,986+18.8% | $8,363+27.6% | $6,400+66.7% |
| Admin fee / account holder | $471 | $13,783-96.6% | $11,616-95.9% | $11,426-95.9% |