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 | $50,315 | $159,602-68.5% | $150,045-66.5% | $142,382-64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.23% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,352 | $4,961-12.3% | $4,693-7.3% | $4,299+1.2% |
| Participant deferral / active EE | $8,714 | $8,310+4.9% | $7,997+9.0% | $6,507+33.9% |
| Admin fee / account holder | $1,726 | $14,846-88.4% | $13,435-87.2% | $12,624-86.3% |