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 | $61,659 | $159,602-61.4% | $150,045-58.9% | $142,382-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 41.43% | 70.24%-28.8pp | 62.55%-21.1pp | 217.08%-175.6pp |
| Employer contribution / active EE | $9,193 | $4,961+85.3% | $4,693+95.9% | $4,299+113.8% |
| Participant deferral / active EE | $14,885 | $8,310+79.1% | $7,997+86.1% | $6,507+128.7% |
| Admin fee / account holder | $603 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |