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 | $34,074 | $214,378-84.1% | $200,582-83.0% | $142,382-76.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.91% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,850 | $6,841-58.3% | $6,419-55.6% | $4,299-33.7% |
| Participant deferral / active EE | $4,194 | $9,865-57.5% | $9,331-55.1% | $6,507-35.6% |
| Admin fee / account holder | $675 | $17,692-96.2% | $16,305-95.9% | $12,624-94.7% |