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 | $57,370 | $159,602-64.1% | $150,045-61.8% | $142,382-59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.62% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $7,671 | $4,961+54.6% | $4,693+63.4% | $4,299+78.4% |
| Participant deferral / active EE | $13,748 | $8,310+65.4% | $7,997+71.9% | $6,507+111.3% |
| Admin fee / account holder | $554 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |