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 5-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 | $28,749 | $163,101-82.4% | $136,749-79.0% | $142,382-79.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.56% | 27.54%-14.0pp | 24.33%-10.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,081 | $4,117-25.1% | $3,400-9.4% | $4,299-28.3% |
| Participant deferral / active EE | $12,073 | $5,585+116.2% | $4,692+157.3% | $6,507+85.5% |
| Admin fee / account holder | $1,667 | $14,318-88.4% | $11,386-85.4% | $12,624-86.8% |