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 3-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 | $41,204 | $114,381-64.0% | $107,525-61.7% | $142,382-71.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.11% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,757 | $4,015-6.4% | $3,754+0.1% | $4,299-12.6% |
| Participant deferral / active EE | $7,848 | $5,564+41.0% | $5,116+53.4% | $6,507+20.6% |
| Admin fee / account holder | $2,120 | $9,860-78.5% | $8,919-76.2% | $12,624-83.2% |