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 | $34,402 | $179,726-80.9% | $156,263-78.0% | $142,382-75.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.09% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,513 | $5,069-50.4% | $4,333-42.0% | $4,299-41.5% |
| Participant deferral / active EE | $3,244 | $6,956-53.4% | $6,158-47.3% | $6,507-50.1% |
| Admin fee / account holder | $467 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |