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 | $43,293 | $183,592-76.4% | $155,567-72.2% | $145,959-70.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $21,196 | $5,315+298.8% | $4,674+353.5% | $4,661+354.8% |
| Participant deferral / active EE | $8,381 | $6,464+29.7% | $5,628+48.9% | $6,689+25.3% |
| Admin fee / account holder | $1,998 | $19,318-89.7% | $15,916-87.4% | $13,398-85.1% |