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 | $16,497 | $159,602-89.7% | $150,045-89.0% | $142,382-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.47% | 70.24%-38.8pp | 62.55%-31.1pp | 217.08%-185.6pp |
| Employer contribution / active EE | $5,052 | $4,961+1.9% | $4,693+7.7% | $4,299+17.5% |
| Participant deferral / active EE | $10,379 | $8,310+24.9% | $7,997+29.8% | $6,507+59.5% |
| Admin fee / account holder | $4,778 | $14,846-67.8% | $13,435-64.4% | $12,624-62.2% |