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 | $33,612 | $159,602-78.9% | $150,045-77.6% | $142,382-76.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 70.11% | 70.24%-0.1pp | 62.55%+7.6pp | 217.08%-147.0pp |
| Employer contribution / active EE | $3,644 | $4,961-26.5% | $4,693-22.3% | $4,299-15.2% |
| Participant deferral / active EE | $8,338 | $8,310+0.3% | $7,997+4.3% | $6,507+28.1% |
| Admin fee / account holder | $342 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |