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 | $44,697 | $159,602-72.0% | $150,045-70.2% | $142,382-68.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 36.65% | 70.24%-33.6pp | 62.55%-25.9pp | 217.08%-180.4pp |
| Employer contribution / active EE | $4,550 | $4,961-8.3% | $4,693-3.1% | $4,299+5.8% |
| Participant deferral / active EE | $11,215 | $8,310+35.0% | $7,997+40.2% | $6,507+72.3% |
| Admin fee / account holder | $431 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |