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 | $29,784 | $159,602-81.3% | $150,045-80.2% | $142,382-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.76% | 70.24%-38.5pp | 62.55%-30.8pp | 217.08%-185.3pp |
| Employer contribution / active EE | $2,952 | $4,961-40.5% | $4,693-37.1% | $4,299-31.3% |
| Participant deferral / active EE | $11,050 | $8,310+33.0% | $7,997+38.2% | $6,507+69.8% |
| Admin fee / account holder | $1,133 | $14,846-92.4% | $13,435-91.6% | $12,624-91.0% |