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 | $27,557 | $159,602-82.7% | $150,045-81.6% | $142,382-80.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 36.04% | 70.24%-34.2pp | 62.55%-26.5pp | 217.08%-181.0pp |
| Employer contribution / active EE | $8,584 | $4,961+73.0% | $4,693+82.9% | $4,299+99.7% |
| Participant deferral / active EE | $21,206 | $8,310+155.2% | $7,997+165.2% | $6,507+225.9% |
| Admin fee / account holder | $1,155 | $14,846-92.2% | $13,435-91.4% | $12,624-90.9% |