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 | $25,170 | $177,572-85.8% | $154,803-83.7% | $142,382-82.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.82% | 65.07%-42.2pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,767 | $4,810-63.3% | $4,305-59.0% | $4,299-58.9% |
| Participant deferral / active EE | $4,190 | $6,272-33.2% | $5,540-24.4% | $6,507-35.6% |
| Admin fee / account holder | $619 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |