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 | $45,337 | $177,572-74.5% | $154,803-70.7% | $142,382-68.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.91% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,622 | $4,810-66.3% | $4,305-62.3% | $4,299-62.3% |
| Participant deferral / active EE | $9,988 | $6,272+59.3% | $5,540+80.3% | $6,507+53.5% |
| Admin fee / account holder | $1,127 | $16,786-93.3% | $14,329-92.1% | $12,624-91.1% |