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 | $39,440 | $154,228-74.4% | $145,433-72.9% | $137,256-71.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.34% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $4,154 | $4,804-13.5% | $4,554-8.8% | $4,1560% |
| Participant deferral / active EE | $19,895 | $8,216+142.1% | $7,897+151.9% | $6,407+210.5% |
| Admin fee / account holder | $349 | $14,344-97.6% | $13,129-97.3% | $12,270-97.2% |