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 5-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 | $47,224 | $154,228-69.4% | $145,433-67.5% | $137,256-65.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.91% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,752 | $4,804-21.9% | $4,554-17.6% | $4,156-9.7% |
| Participant deferral / active EE | $11,034 | $8,216+34.3% | $7,897+39.7% | $6,407+72.2% |
| Admin fee / account holder | $2,226 | $14,344-84.5% | $13,129-83.0% | $12,270-81.9% |