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 | $154,228-45.8% | $145,433-42.5% | $137,256-39.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.58% | 74.59%-40.0pp | 66.58%-32.0pp | 220.34%-185.8pp |
| Employer contribution / active EE | $9,108 | $4,804+89.6% | $4,554+100.0% | $4,156+119.2% |
| Participant deferral / active EE | $13,145 | $8,216+60.0% | $7,897+66.4% | $6,407+105.2% |
| Admin fee / account holder | $14,855 | $14,344+3.6% | $13,129+13.1% | $12,270+21.1% |