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 | $41,223 | $159,602-74.2% | $150,045-72.5% | $142,382-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.30% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,047 | $4,961-58.7% | $4,693-56.4% | $4,299-52.4% |
| Participant deferral / active EE | $9,791 | $8,310+17.8% | $7,997+22.4% | $6,507+50.5% |
| Admin fee / account holder | $9,018 | $14,846-39.3% | $13,435-32.9% | $12,624-28.6% |