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 | $26,632 | $214,378-87.6% | $200,582-86.7% | $142,382-81.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 39.26% | 46.41%-7.1pp | 42.33%-3.1pp | 217.08%-177.8pp |
| Employer contribution / active EE | $4,185 | $6,841-38.8% | $6,419-34.8% | $4,299-2.6% |
| Participant deferral / active EE | $18,975 | $9,865+92.4% | $9,331+103.4% | $6,507+191.6% |
| Admin fee / account holder | $321 | $17,692-98.2% | $16,305-98.0% | $12,624-97.5% |