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 | $42,517 | $177,572-76.1% | $154,803-72.5% | $142,382-70.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 39.62% | 65.07%-25.5pp | 58.88%-19.3pp | 217.08%-177.5pp |
| Employer contribution / active EE | $1,292 | $4,810-73.1% | $4,305-70.0% | $4,299-69.9% |
| Participant deferral / active EE | $7,459 | $6,272+18.9% | $5,540+34.6% | $6,507+14.6% |
| Admin fee / account holder | $1,395 | $16,786-91.7% | $14,329-90.3% | $12,624-88.9% |