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 | $103,425 | $159,602-35.2% | $150,045-31.1% | $142,382-27.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.60% | 70.24%-42.6pp | 62.55%-34.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $13,365 | $4,961+169.4% | $4,693+184.8% | $4,299+210.9% |
| Participant deferral / active EE | $23,410 | $8,310+181.7% | $7,997+192.7% | $6,507+259.8% |
| Admin fee / account holder | $1,349 | $14,846-90.9% | $13,435-90.0% | $12,624-89.3% |