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 | $26,787 | $133,922-80.0% | $116,228-77.0% | $142,382-81.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.09% | 147.76%-126.7pp | 90.06%-69.0pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,928 | $3,446+14.0% | $2,994+31.2% | $4,299-8.6% |
| Participant deferral / active EE | $16,473 | $5,672+190.4% | $4,953+232.6% | $6,507+153.1% |
| Admin fee / account holder | $9,939 | $14,945-33.5% | $11,989-17.1% | $12,624-21.3% |