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 | $30,936 | $159,602-80.6% | $150,045-79.4% | $142,382-78.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.77% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,054 | $4,961-18.3% | $4,693-13.6% | $4,299-5.7% |
| Participant deferral / active EE | $14,429 | $8,310+73.6% | $7,997+80.4% | $6,507+121.7% |
| Admin fee / account holder | $16,055 | $14,846+8.1% | $13,435+19.5% | $12,624+27.2% |