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 | $34,885 | $177,572-80.4% | $154,803-77.5% | $142,382-75.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.62% | 65.07%-46.4pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,280 | $4,810-52.6% | $4,305-47.0% | $4,299-47.0% |
| Participant deferral / active EE | $23,500 | $6,272+274.7% | $5,540+324.1% | $6,507+261.1% |
| Admin fee / account holder | $511 | $16,786-97.0% | $14,329-96.4% | $12,624-96.0% |