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 | $214,378-78.8% | $200,582-77.3% | $142,382-68.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.50% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,694 | $6,841-60.6% | $6,419-58.0% | $4,299-37.3% |
| Participant deferral / active EE | $11,810 | $9,865+19.7% | $9,331+26.6% | $6,507+81.5% |
| Admin fee / account holder | $545 | $17,692-96.9% | $16,305-96.7% | $12,624-95.7% |