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 | $59,894 | $177,572-66.3% | $154,803-61.3% | $142,382-57.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.10% | 65.07%-34.0pp | 58.88%-27.8pp | 217.08%-186.0pp |
| Employer contribution / active EE | $6,795 | $4,810+41.3% | $4,305+57.8% | $4,299+58.1% |
| Participant deferral / active EE | $6,140 | $6,272-2.1% | $5,540+10.8% | $6,507-5.6% |
| Admin fee / account holder | $742 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |