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 | $154,228-67.4% | $145,433-65.4% | $137,256-63.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.23% | 74.59%-55.4pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,352 | $4,804-9.4% | $4,554-4.5% | $4,156+4.7% |
| Participant deferral / active EE | $8,714 | $8,216+6.1% | $7,897+10.3% | $6,407+36.0% |
| Admin fee / account holder | $1,726 | $14,344-88.0% | $13,129-86.9% | $12,270-85.9% |