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 | $40,102 | $214,378-81.3% | $200,582-80.0% | $142,382-71.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.80% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,851 | $6,841-43.7% | $6,419-40.0% | $4,299-10.4% |
| Participant deferral / active EE | $6,190 | $9,865-37.3% | $9,331-33.7% | $6,507-4.9% |
| Admin fee / account holder | $995 | $17,692-94.4% | $16,305-93.9% | $12,624-92.1% |