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 | $44,027 | $177,572-75.2% | $154,803-71.6% | $142,382-69.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.96% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $12,637 | $4,810+162.7% | $4,305+193.5% | $4,299+193.9% |
| Participant deferral / active EE | $4,287 | $6,272-31.6% | $5,540-22.6% | $6,507-34.1% |
| Admin fee / account holder | $388 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |