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 | $62,067 | $159,602-61.1% | $150,045-58.6% | $142,382-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 36.71% | 70.24%-33.5pp | 62.55%-25.8pp | 217.08%-180.4pp |
| Employer contribution / active EE | $13,303 | $4,961+168.2% | $4,693+183.5% | $4,299+209.4% |
| Participant deferral / active EE | $15,032 | $8,310+80.9% | $7,997+88.0% | $6,507+131.0% |
| Admin fee / account holder | $14,503 | $14,846-2.3% | $13,435+7.9% | $12,624+14.9% |