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 | $28,926 | $179,726-83.9% | $156,263-81.5% | $142,382-79.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.47% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,079 | $5,069-59.0% | $4,333-52.0% | $4,299-51.6% |
| Participant deferral / active EE | $7,270 | $6,956+4.5% | $6,158+18.1% | $6,507+11.7% |
| Admin fee / account holder | $600 | $17,272-96.5% | $14,255-95.8% | $12,624-95.3% |