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 | $48,693 | $106,584-54.3% | $101,326-51.9% | $142,382-65.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 66.62% | 36.93%+29.7pp | 36.82%+29.8pp | 217.08%-150.5pp |
| Employer contribution / active EE | $4,348 | $3,956+9.9% | $3,665+18.6% | $4,299+1.1% |
| Participant deferral / active EE | $10,584 | $8,297+27.6% | $7,994+32.4% | $6,507+62.6% |
| Admin fee / account holder | $3,239 | $11,446-71.7% | $11,185-71.0% | $12,624-74.3% |