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 | $50,701 | $154,228-67.1% | $145,433-65.1% | $137,256-63.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.29% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,198 | $4,804-33.4% | $4,554-29.8% | $4,156-23.0% |
| Participant deferral / active EE | $35,752 | $8,216+335.1% | $7,897+352.7% | $6,407+458.0% |
| Admin fee / account holder | $25,099 | $14,344+75.0% | $13,129+91.2% | $12,270+104.6% |