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 | $23,544 | $179,726-86.9% | $156,263-84.9% | $142,382-83.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.39% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,672 | $5,069-47.3% | $4,333-38.3% | $4,299-37.8% |
| Participant deferral / active EE | $6,471 | $6,956-7.0% | $6,158+5.1% | $6,507-0.6% |
| Admin fee / account holder | $636 | $17,272-96.3% | $14,255-95.5% | $12,624-95.0% |