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 | $37,267 | $159,602-76.7% | $150,045-75.2% | $142,382-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.05% | 70.24%-42.2pp | 62.55%-34.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $7,700 | $4,961+55.2% | $4,693+64.1% | $4,299+79.1% |
| Participant deferral / active EE | $8,539 | $8,310+2.7% | $7,997+6.8% | $6,507+31.2% |
| Admin fee / account holder | $323 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |