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 | $30,933 | $133,922-76.9% | $116,228-73.4% | $142,382-78.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 24.67% | 147.76%-123.1pp | 90.06%-65.4pp | 217.08%-192.4pp |
| Employer contribution / active EE | $6,321 | $3,446+83.4% | $2,994+111.1% | $4,299+47.0% |
| Participant deferral / active EE | $11,114 | $5,672+95.9% | $4,953+124.4% | $6,507+70.8% |
| Admin fee / account holder | $4,459 | $14,945-70.2% | $11,989-62.8% | $12,624-64.7% |