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 | $43,345 | $114,237-62.1% | $119,258-63.7% | $167,490-74.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 37.63% | 29.87%+7.8pp | 30.69%+6.9pp | 478.56%-440.9pp |
| Employer contribution / active EE | $5,928 | $4,481+32.3% | $4,384+35.2% | $4,837+22.5% |
| Participant deferral / active EE | $7,890 | $6,084+29.7% | $6,111+29.1% | $6,341+24.4% |
| Admin fee / account holder | $809 | $8,932-90.9% | $7,226-88.8% | $12,309-93.4% |