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 | $31,716 | $159,602-80.1% | $150,045-78.9% | $142,382-77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.29% | 70.24%-50.9pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,371 | $4,961+28.4% | $4,693+35.8% | $4,299+48.2% |
| Participant deferral / active EE | $13,322 | $8,310+60.3% | $7,997+66.6% | $6,507+104.7% |
| Admin fee / account holder | $1,779 | $14,846-88.0% | $13,435-86.8% | $12,624-85.9% |