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 | $28,766 | $133,922-78.5% | $116,228-75.2% | $142,382-79.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.50% | 147.76%-124.3pp | 90.06%-66.6pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,899 | $3,446+13.2% | $2,994+30.2% | $4,299-9.3% |
| Participant deferral / active EE | $10,827 | $5,672+90.9% | $4,953+118.6% | $6,507+66.4% |
| Admin fee / account holder | $6,309 | $14,945-57.8% | $11,989-47.4% | $12,624-50.0% |