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 4-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 | $36,102 | $159,602-77.4% | $150,045-75.9% | $142,382-74.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.67% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $9,427 | $4,961+90.0% | $4,693+100.9% | $4,299+119.3% |
| Participant deferral / active EE | $27,339 | $8,310+229.0% | $7,997+241.9% | $6,507+320.1% |
| Admin fee / account holder | $32,887 | $14,846+121.5% | $13,435+144.8% | $12,624+160.5% |