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 5-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 | $31,342 | $177,572-82.3% | $154,803-79.8% | $142,382-78.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.01% | 65.07%-41.1pp | 58.88%-34.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $8,172 | $4,810+69.9% | $4,305+89.8% | $4,299+90.1% |
| Participant deferral / active EE | $4,586 | $6,272-26.9% | $5,540-17.2% | $6,507-29.5% |
| Admin fee / account holder | $332 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |