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 | $83,623 | $159,602-47.6% | $150,045-44.3% | $142,382-41.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.58% | 70.24%-35.7pp | 62.55%-28.0pp | 217.08%-182.5pp |
| Employer contribution / active EE | $9,108 | $4,961+83.6% | $4,693+94.1% | $4,299+111.9% |
| Participant deferral / active EE | $13,145 | $8,310+58.2% | $7,997+64.4% | $6,507+102.0% |
| Admin fee / account holder | $14,855 | $14,846+0.1% | $13,435+10.6% | $12,624+17.7% |