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 | $78,834 | $214,378-63.2% | $200,582-60.7% | $142,382-44.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.68% | 46.41%-27.7pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,232 | $6,841-52.8% | $6,419-49.7% | $4,299-24.8% |
| Participant deferral / active EE | $10,747 | $9,865+8.9% | $9,331+15.2% | $6,507+65.2% |
| Admin fee / account holder | $1,726 | $17,692-90.2% | $16,305-89.4% | $12,624-86.3% |