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 | $46,691 | $159,602-70.7% | $150,045-68.9% | $142,382-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.16% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $3,043 | $4,961-38.6% | $4,693-35.2% | $4,299-29.2% |
| Participant deferral / active EE | $7,117 | $8,310-14.4% | $7,997-11.0% | $6,507+9.4% |
| Admin fee / account holder | $3,851 | $14,846-74.1% | $13,435-71.3% | $12,624-69.5% |