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 5-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 | $33,525 | $159,602-79.0% | $150,045-77.7% | $142,382-76.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.78% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,550 | $4,961-48.6% | $4,693-45.7% | $4,299-40.7% |
| Participant deferral / active EE | $6,022 | $8,310-27.5% | $7,997-24.7% | $6,507-7.5% |
| Admin fee / account holder | $713 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |