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 | $37,045 | $202,432-81.7% | $169,368-78.1% | $139,434-73.4% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 26.14% | 531.74%-505.6pp | 405.60%-379.5pp | 372.94%-346.8pp |
| Employer contribution / active EE | $2,149 | $4,692-54.2% | $4,013-46.5% | $4,751-54.8% |
| Participant deferral / active EE | $12,837 | $6,938+85.0% | $6,221+106.3% | $6,710+91.3% |
| Admin fee / account holder | $1,509 | $10,708-85.9% | $9,003-83.2% | $11,403-86.8% |