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 4-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 | $54,627 | $214,378-74.5% | $200,582-72.8% | $142,382-61.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.64% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,060 | $6,841-11.4% | $6,419-5.6% | $4,299+41.0% |
| Participant deferral / active EE | $12,165 | $9,865+23.3% | $9,331+30.4% | $6,507+87.0% |
| Admin fee / account holder | $3,546 | $17,692-80.0% | $16,305-78.2% | $12,624-71.9% |