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 3-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 | $42,786 | $177,572-75.9% | $154,803-72.4% | $142,382-69.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.04% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $8,126 | $4,810+68.9% | $4,305+88.7% | $4,299+89.0% |
| Participant deferral / active EE | $4,623 | $6,272-26.3% | $5,540-16.6% | $6,507-29.0% |
| Admin fee / account holder | $1,173 | $16,786-93.0% | $14,329-91.8% | $12,624-90.7% |