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 | $47,742 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.40% | 70.24%-44.8pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $4,743 | $4,961-4.4% | $4,693+1.1% | $4,299+10.3% |
| Participant deferral / active EE | $7,559 | $8,310-9.0% | $7,997-5.5% | $6,507+16.2% |
| Admin fee / account holder | $1,809 | $14,846-87.8% | $13,435-86.5% | $12,624-85.7% |