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 | $34,879 | $177,572-80.4% | $154,803-77.5% | $142,382-75.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 64.61% | 65.07%-0.5pp | 58.88%+5.7pp | 217.08%-152.5pp |
| Employer contribution / active EE | $2,008 | $4,810-58.3% | $4,305-53.4% | $4,299-53.3% |
| Participant deferral / active EE | $5,246 | $6,272-16.4% | $5,540-5.3% | $6,507-19.4% |
| Admin fee / account holder | $4,138 | $16,786-75.3% | $14,329-71.1% | $12,624-67.2% |