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 | $37,508 | $159,602-76.5% | $150,045-75.0% | $142,382-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.00% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,355 | $4,961-12.2% | $4,693-7.2% | $4,299+1.3% |
| Participant deferral / active EE | $12,185 | $8,310+46.6% | $7,997+52.4% | $6,507+87.3% |
| Admin fee / account holder | $4,313 | $14,846-71.0% | $13,435-67.9% | $12,624-65.8% |