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 | $19,303 | $177,572-89.1% | $154,803-87.5% | $142,382-86.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.53% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,394 | $4,810-50.2% | $4,305-44.4% | $4,299-44.3% |
| Participant deferral / active EE | $5,880 | $6,272-6.2% | $5,540+6.1% | $6,507-9.6% |
| Admin fee / account holder | $1,752 | $16,786-89.6% | $14,329-87.8% | $12,624-86.1% |