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 | $101,101 | $177,572-43.1% | $154,803-34.7% | $142,382-29.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 98.58% | 65.07%+33.5pp | 58.88%+39.7pp | 217.08%-118.5pp |
| Employer contribution / active EE | $1,887 | $4,810-60.8% | $4,305-56.2% | $4,299-56.1% |
| Participant deferral / active EE | $3,347 | $6,272-46.6% | $5,540-39.6% | $6,507-48.6% |
| Admin fee / account holder | $562 | $16,786-96.7% | $14,329-96.1% | $12,624-95.5% |