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 | $40,284 | $177,572-77.3% | $154,803-74.0% | $142,382-71.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.77% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,731 | $4,810-22.4% | $4,305-13.3% | $4,299-13.2% |
| Participant deferral / active EE | $6,235 | $6,272-0.6% | $5,540+12.5% | $6,507-4.2% |
| Admin fee / account holder | $766 | $16,786-95.4% | $14,329-94.7% | $12,624-93.9% |