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 | $52,570 | $159,602-67.1% | $150,045-65.0% | $142,382-63.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.65% | 70.24%-44.6pp | 62.55%-36.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $12,189 | $4,961+145.7% | $4,693+159.7% | $4,299+183.5% |
| Participant deferral / active EE | $12,383 | $8,310+49.0% | $7,997+54.8% | $6,507+90.3% |
| Admin fee / account holder | $2,630 | $14,846-82.3% | $13,435-80.4% | $12,624-79.2% |