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 | $29,404 | $177,572-83.4% | $154,803-81.0% | $142,382-79.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 65.91% | 65.07%+0.8pp | 58.88%+7.0pp | 217.08%-151.2pp |
| Employer contribution / active EE | $1,630 | $4,810-66.1% | $4,305-62.1% | $4,299-62.1% |
| Participant deferral / active EE | $5,115 | $6,272-18.4% | $5,540-7.7% | $6,507-21.4% |
| Admin fee / account holder | $343 | $16,786-98.0% | $14,329-97.6% | $12,624-97.3% |