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 | $30,676 | $177,572-82.7% | $154,803-80.2% | $142,382-78.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.14% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $8,308 | $4,810+72.7% | $4,305+93.0% | $4,299+93.3% |
| Participant deferral / active EE | $8,196 | $6,272+30.7% | $5,540+47.9% | $6,507+25.9% |
| Admin fee / account holder | $6,097 | $16,786-63.7% | $14,329-57.4% | $12,624-51.7% |