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 | $85,055 | $214,378-60.3% | $200,582-57.6% | $142,382-40.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.26% | 46.41%-34.1pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $6,010 | $6,841-12.1% | $6,419-6.4% | $4,299+39.8% |
| Participant deferral / active EE | $18,465 | $9,865+87.2% | $9,331+97.9% | $6,507+183.8% |
| Admin fee / account holder | $3,067 | $17,692-82.7% | $16,305-81.2% | $12,624-75.7% |