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 | $34,277 | $177,572-80.7% | $154,803-77.9% | $142,382-75.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.68% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,836 | $4,810+0.5% | $4,305+12.3% | $4,299+12.5% |
| Participant deferral / active EE | $4,895 | $6,272-21.9% | $5,540-11.6% | $6,507-24.8% |
| Admin fee / account holder | $3,331 | $16,786-80.2% | $14,329-76.8% | $12,624-73.6% |