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 | $65,902 | $159,602-58.7% | $150,045-56.1% | $142,382-53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.18% | 70.24%-41.1pp | 62.55%-33.4pp | 217.08%-187.9pp |
| Employer contribution / active EE | $4,275 | $4,961-13.8% | $4,693-8.9% | $4,299-0.6% |
| Participant deferral / active EE | $46,739 | $8,310+462.4% | $7,997+484.4% | $6,507+618.3% |
| Admin fee / account holder | $1,897 | $14,846-87.2% | $13,435-85.9% | $12,624-85.0% |