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 | $40,042 | $159,602-74.9% | $150,045-73.3% | $142,382-71.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.63% | 70.24%-44.6pp | 62.55%-36.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $7,892 | $4,961+59.1% | $4,693+68.2% | $4,299+83.6% |
| Participant deferral / active EE | $7,975 | $8,310-4.0% | $7,997-0.3% | $6,507+22.6% |
| Admin fee / account holder | $359 | $14,846-97.6% | $13,435-97.3% | $12,624-97.2% |