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 | $27,428 | $214,378-87.2% | $200,582-86.3% | $142,382-80.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.52% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,084 | $6,841-25.7% | $6,419-20.8% | $4,299+18.3% |
| Participant deferral / active EE | $8,518 | $9,865-13.7% | $9,331-8.7% | $6,507+30.9% |
| Admin fee / account holder | $376 | $17,692-97.9% | $16,305-97.7% | $12,624-97.0% |