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 5-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 | $46,320 | $179,726-74.2% | $156,263-70.4% | $142,382-67.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.30% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,631 | $5,069-48.1% | $4,333-39.3% | $4,299-38.8% |
| Participant deferral / active EE | $6,897 | $6,956-0.9% | $6,158+12.0% | $6,507+6.0% |
| Admin fee / account holder | $18,754 | $17,272+8.6% | $14,255+31.6% | $12,624+48.6% |