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 | $38,116 | $159,602-76.1% | $150,045-74.6% | $142,382-73.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.32% | 70.24%-47.9pp | 62.55%-40.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,571 | $4,961-48.2% | $4,693-45.2% | $4,299-40.2% |
| Participant deferral / active EE | $11,917 | $8,310+43.4% | $7,997+49.0% | $6,507+83.1% |
| Admin fee / account holder | $1,001 | $14,846-93.3% | $13,435-92.5% | $12,624-92.1% |