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 | $35,928 | $127,065-71.7% | $113,168-68.3% | $142,382-74.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 34.81% | 24.03%+10.8pp | 24.27%+10.5pp | 217.08%-182.3pp |
| Employer contribution / active EE | $2,943 | $3,442-14.5% | $2,975-1.1% | $4,299-31.5% |
| Participant deferral / active EE | $4,844 | $5,716-15.3% | $5,107-5.2% | $6,507-25.6% |
| Admin fee / account holder | $414 | $15,736-97.4% | $12,068-96.6% | $12,624-96.7% |