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 | $63,826 | $159,602-60.0% | $150,045-57.5% | $142,382-55.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.51% | 70.24%-32.7pp | 62.55%-25.0pp | 217.08%-179.6pp |
| Employer contribution / active EE | $11,721 | $4,961+136.3% | $4,693+149.7% | $4,299+172.6% |
| Participant deferral / active EE | $9,630 | $8,310+15.9% | $7,997+20.4% | $6,507+48.0% |
| Admin fee / account holder | $426 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |