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 | $24,624 | $209,336-88.2% | $197,124-87.5% | $137,256-82.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.30% | 48.09%-30.8pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,191 | $6,591-51.6% | $6,227-48.8% | $4,156-23.2% |
| Participant deferral / active EE | $3,441 | $9,614-64.2% | $9,135-62.3% | $6,407-46.3% |
| Admin fee / account holder | $428 | $17,308-97.5% | $16,298-97.4% | $12,270-96.5% |