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 6-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 | $30,994 | $159,602-80.6% | $150,045-79.3% | $142,382-78.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.52% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,890 | $4,961-41.7% | $4,693-38.4% | $4,299-32.8% |
| Participant deferral / active EE | $10,272 | $8,310+23.6% | $7,997+28.4% | $6,507+57.9% |
| Admin fee / account holder | $2,928 | $14,846-80.3% | $13,435-78.2% | $12,624-76.8% |