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 7-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 | $45,269 | $214,378-78.9% | $200,582-77.4% | $142,382-68.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.25% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,642 | $6,841-61.4% | $6,419-58.8% | $4,299-38.6% |
| Participant deferral / active EE | $21,457 | $9,865+117.5% | $9,331+130.0% | $6,507+229.7% |
| Admin fee / account holder | $22,803 | $17,692+28.9% | $16,305+39.9% | $12,624+80.6% |