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 | $23,563 | $159,602-85.2% | $150,045-84.3% | $142,382-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.04% | 70.24%-41.2pp | 62.55%-33.5pp | 217.08%-188.0pp |
| Employer contribution / active EE | $2,415 | $4,961-51.3% | $4,693-48.5% | $4,299-43.8% |
| Participant deferral / active EE | $24,761 | $8,310+198.0% | $7,997+209.6% | $6,507+280.5% |
| Admin fee / account holder | $624 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |