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 | $35,065 | $177,572-80.3% | $154,803-77.3% | $142,382-75.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.59% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,235 | $4,810-32.8% | $4,305-24.9% | $4,299-24.8% |
| Participant deferral / active EE | $13,930 | $6,272+122.1% | $5,540+151.4% | $6,507+114.1% |
| Admin fee / account holder | $7,080 | $16,786-57.8% | $14,329-50.6% | $12,624-43.9% |