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 | $33,616 | $179,726-81.3% | $156,263-78.5% | $142,382-76.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.03% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,049 | $5,069+39.1% | $4,333+62.7% | $4,299+64.0% |
| Participant deferral / active EE | $3,587 | $6,956-48.4% | $6,158-41.7% | $6,507-44.9% |
| Admin fee / account holder | $639 | $17,272-96.3% | $14,255-95.5% | $12,624-94.9% |