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 | $68,719 | $177,572-61.3% | $154,803-55.6% | $142,382-51.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.54% | 65.07%-41.5pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,263 | $4,810-53.0% | $4,305-47.5% | $4,299-47.4% |
| Participant deferral / active EE | $16,199 | $6,272+158.3% | $5,540+192.4% | $6,507+148.9% |
| Admin fee / account holder | $431 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |