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 | $32,372 | $159,602-79.7% | $150,045-78.4% | $142,382-77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.52% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,153 | $4,961-36.4% | $4,693-32.8% | $4,299-26.7% |
| Participant deferral / active EE | $15,416 | $8,310+85.5% | $7,997+92.8% | $6,507+136.9% |
| Admin fee / account holder | $716 | $14,846-95.2% | $13,435-94.7% | $12,624-94.3% |