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 | $29,246 | $148,534-80.3% | $135,903-78.5% | $139,434-79.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.54% | 79.19%-50.6pp | 68.23%-39.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $2,753 | $5,243-47.5% | $4,856-43.3% | $4,751-42.1% |
| Participant deferral / active EE | $7,086 | $8,100-12.5% | $7,758-8.7% | $6,710+5.6% |
| Admin fee / account holder | $544 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |