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 | $39,491 | $159,602-75.3% | $150,045-73.7% | $142,382-72.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.07% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $8,597 | $4,961+73.3% | $4,693+83.2% | $4,299+100.0% |
| Participant deferral / active EE | $8,597 | $8,310+3.4% | $7,997+7.5% | $6,507+32.1% |
| Admin fee / account holder | $4,484 | $14,846-69.8% | $13,435-66.6% | $12,624-64.5% |