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 | $30,054 | $154,228-80.5% | $145,433-79.3% | $137,256-78.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.65% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $8,367 | $4,804+74.2% | $4,554+83.7% | $4,156+101.3% |
| Participant deferral / active EE | $8,928 | $8,216+8.7% | $7,897+13.0% | $6,407+39.3% |
| Admin fee / account holder | $3,023 | $14,344-78.9% | $13,129-77.0% | $12,270-75.4% |