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 | $35,654 | $159,602-77.7% | $150,045-76.2% | $142,382-75.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 54.34% | 70.24%-15.9pp | 62.55%-8.2pp | 217.08%-162.7pp |
| Employer contribution / active EE | $2,975 | $4,961-40.0% | $4,693-36.6% | $4,299-30.8% |
| Participant deferral / active EE | $6,970 | $8,310-16.1% | $7,997-12.8% | $6,507+7.1% |
| Admin fee / account holder | $1,202 | $14,846-91.9% | $13,435-91.1% | $12,624-90.5% |