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 | $36,297 | $177,572-79.6% | $154,803-76.6% | $142,382-74.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.43% | 65.07%-42.6pp | 58.88%-36.5pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,350 | $4,810-51.2% | $4,305-45.4% | $4,299-45.3% |
| Participant deferral / active EE | $5,167 | $6,272-17.6% | $5,540-6.7% | $6,507-20.6% |
| Admin fee / account holder | $497 | $16,786-97.0% | $14,329-96.5% | $12,624-96.1% |