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 | $46,326 | $165,984-72.1% | $164,813-71.9% | $145,922-68.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.61% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,860 | $5,273-26.8% | $4,341-11.1% | $4,660-17.2% |
| Participant deferral / active EE | $15,192 | $6,959+118.3% | $6,031+151.9% | $6,688+127.2% |
| Admin fee / account holder | $846 | $16,648-94.9% | $12,690-93.3% | $13,397-93.7% |