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 | $47,387 | $214,378-77.9% | $200,582-76.4% | $142,382-66.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.26% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,787 | $6,841-73.9% | $6,419-72.2% | $4,299-58.4% |
| Participant deferral / active EE | $7,855 | $9,865-20.4% | $9,331-15.8% | $6,507+20.7% |
| Admin fee / account holder | $1,966 | $17,692-88.9% | $16,305-87.9% | $12,624-84.4% |