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 | $45,436 | $209,336-78.3% | $197,124-77.0% | $137,256-66.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.50% | 48.09%-31.6pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,694 | $6,591-59.1% | $6,227-56.7% | $4,156-35.2% |
| Participant deferral / active EE | $11,810 | $9,614+22.8% | $9,135+29.3% | $6,407+84.3% |
| Admin fee / account holder | $545 | $17,308-96.8% | $16,298-96.7% | $12,270-95.6% |