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 | $36,482 | $159,602-77.1% | $150,045-75.7% | $142,382-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 84.41% | 70.24%+14.2pp | 62.55%+21.9pp | 217.08%-132.7pp |
| Employer contribution / active EE | $11,441 | $4,961+130.6% | $4,693+143.8% | $4,299+166.1% |
| Participant deferral / active EE | $30,701 | $8,310+269.4% | $7,997+283.9% | $6,507+371.8% |
| Admin fee / account holder | $3,828 | $14,846-74.2% | $13,435-71.5% | $12,624-69.7% |