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 | $224,143 | $100,970+122.0% | $96,576+132.1% | $137,256+63.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.73% | 38.16%-17.4pp | 38.47%-17.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,834 | $3,809+0.7% | $3,553+7.9% | $4,156-7.7% |
| Participant deferral / active EE | $18,240 | $8,286+120.1% | $7,956+129.3% | $6,407+184.7% |
| Admin fee / account holder | $405 | $11,312-96.4% | $11,381-96.4% | $12,270-96.7% |