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 | $33,213 | $159,602-79.2% | $150,045-77.9% | $142,382-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.85% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,853 | $4,961-2.2% | $4,693+3.4% | $4,299+12.9% |
| Participant deferral / active EE | $5,745 | $8,310-30.9% | $7,997-28.2% | $6,507-11.7% |
| Admin fee / account holder | $1,006 | $14,846-93.2% | $13,435-92.5% | $12,624-92.0% |