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 | $45,236 | $177,572-74.5% | $154,803-70.8% | $142,382-68.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.73% | 65.07%-44.3pp | 58.88%-38.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $11,322 | $4,810+135.4% | $4,305+163.0% | $4,299+163.3% |
| Participant deferral / active EE | $5,454 | $6,272-13.0% | $5,540-1.6% | $6,507-16.2% |
| Admin fee / account holder | $373 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |