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 | $37,350 | $214,378-82.6% | $200,582-81.4% | $142,382-73.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.39% | 46.41%-20.0pp | 42.33%-15.9pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,523 | $6,841-77.7% | $6,419-76.3% | $4,299-64.6% |
| Participant deferral / active EE | $9,296 | $9,865-5.8% | $9,331-0.4% | $6,507+42.9% |
| Admin fee / account holder | $1,835 | $17,692-89.6% | $16,305-88.7% | $12,624-85.5% |