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 | $39,586 | $209,336-81.1% | $197,124-79.9% | $137,256-71.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.40% | 48.09%-23.7pp | 44.34%-19.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $5,263 | $6,591-20.1% | $6,227-15.5% | $4,156+26.6% |
| Participant deferral / active EE | $11,265 | $9,614+17.2% | $9,135+23.3% | $6,407+75.8% |
| Admin fee / account holder | $2,314 | $17,308-86.6% | $16,298-85.8% | $12,270-81.1% |