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 | $48,426 | $159,901-69.7% | $146,958-67.0% | $145,922-66.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.11% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,595 | $5,286-32.0% | $4,933-27.1% | $4,660-22.9% |
| Participant deferral / active EE | $8,401 | $8,428-0.3% | $8,070+4.1% | $6,688+25.6% |
| Admin fee / account holder | $2,913 | $15,044-80.6% | $12,998-77.6% | $13,397-78.3% |