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 | $35,702 | $159,602-77.6% | $150,045-76.2% | $142,382-74.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.62% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,688 | $4,961-66.0% | $4,693-64.0% | $4,299-60.7% |
| Participant deferral / active EE | $4,271 | $8,310-48.6% | $7,997-46.6% | $6,507-34.4% |
| Admin fee / account holder | $2,414 | $14,846-83.7% | $13,435-82.0% | $12,624-80.9% |