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 | $24,545 | $178,174-86.2% | $156,181-84.3% | $137,256-82.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.77% | 84.19%-56.4pp | 64.87%-37.1pp | 220.34%-192.6pp |
| Employer contribution / active EE | $5,429 | $4,972+9.2% | $4,294+26.4% | $4,156+30.6% |
| Participant deferral / active EE | $6,527 | $6,888-5.2% | $6,132+6.4% | $6,407+1.9% |
| Admin fee / account holder | $338 | $17,404-98.1% | $14,586-97.7% | $12,270-97.2% |