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 | $22,364 | $177,572-87.4% | $154,803-85.6% | $142,382-84.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.78% | 65.07%-33.3pp | 58.88%-27.1pp | 217.08%-185.3pp |
| Employer contribution / active EE | $3,110 | $4,810-35.3% | $4,305-27.8% | $4,299-27.7% |
| Participant deferral / active EE | $15,801 | $6,272+151.9% | $5,540+185.2% | $6,507+142.8% |
| Admin fee / account holder | $664 | $16,786-96.0% | $14,329-95.4% | $12,624-94.7% |