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 6-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 | $47,147 | $159,602-70.5% | $150,045-68.6% | $142,382-66.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.37% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,579 | $4,961-48.0% | $4,693-45.0% | $4,299-40.0% |
| Participant deferral / active EE | $7,087 | $8,310-14.7% | $7,997-11.4% | $6,507+8.9% |
| Admin fee / account holder | $809 | $14,846-94.6% | $13,435-94.0% | $12,624-93.6% |