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 | $105,659 | $209,336-49.5% | $197,124-46.4% | $137,256-23.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.31% | 48.09%-27.8pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,284 | $6,591-50.2% | $6,227-47.3% | $4,156-21.0% |
| Participant deferral / active EE | $20,735 | $9,614+115.7% | $9,135+127.0% | $6,407+223.6% |
| Admin fee / account holder | $3,122 | $17,308-82.0% | $16,298-80.8% | $12,270-74.6% |