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 | $43,705 | $159,602-72.6% | $150,045-70.9% | $142,382-69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.38% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,927 | $4,961-20.8% | $4,693-16.3% | $4,299-8.7% |
| Participant deferral / active EE | $13,844 | $8,310+66.6% | $7,997+73.1% | $6,507+112.7% |
| Admin fee / account holder | $2,837 | $14,846-80.9% | $13,435-78.9% | $12,624-77.5% |