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 | $42,289 | $214,378-80.3% | $200,582-78.9% | $142,382-70.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.90% | 46.41%-18.5pp | 42.33%-14.4pp | 217.08%-189.2pp |
| Employer contribution / active EE | $11,372 | $6,841+66.2% | $6,419+77.2% | $4,299+164.5% |
| Participant deferral / active EE | $15,175 | $9,865+53.8% | $9,331+62.6% | $6,507+133.2% |
| Admin fee / account holder | $945 | $17,692-94.7% | $16,305-94.2% | $12,624-92.5% |