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 | $47,935 | $177,572-73.0% | $154,803-69.0% | $142,382-66.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.90% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,114 | $4,810-56.1% | $4,305-50.9% | $4,299-50.8% |
| Participant deferral / active EE | $4,221 | $6,272-32.7% | $5,540-23.8% | $6,507-35.1% |
| Admin fee / account holder | $1,479 | $16,786-91.2% | $14,329-89.7% | $12,624-88.3% |