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 | $74,398 | $159,602-53.4% | $150,045-50.4% | $142,382-47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.24% | 70.24%-40.0pp | 62.55%-32.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $2,100 | $4,961-57.7% | $4,693-55.2% | $4,299-51.1% |
| Participant deferral / active EE | $2,505 | $8,310-69.9% | $7,997-68.7% | $6,507-61.5% |
| Admin fee / account holder | $53,426 | $14,846+259.9% | $13,435+297.7% | $12,624+323.2% |