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 | $30,352 | $133,922-77.3% | $116,228-73.9% | $142,382-78.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.67% | 147.76%-127.1pp | 90.06%-69.4pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,292 | $3,446+24.6% | $2,994+43.3% | $4,299-0.2% |
| Participant deferral / active EE | $7,163 | $5,672+26.3% | $4,953+44.6% | $6,507+10.1% |
| Admin fee / account holder | $1,374 | $14,945-90.8% | $11,989-88.5% | $12,624-89.1% |