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 | $38,101 | $214,378-82.2% | $200,582-81.0% | $142,382-73.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.61% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,535 | $6,841-77.6% | $6,419-76.1% | $4,299-64.3% |
| Participant deferral / active EE | $3,780 | $9,865-61.7% | $9,331-59.5% | $6,507-41.9% |
| Admin fee / account holder | $3,055 | $17,692-82.7% | $16,305-81.3% | $12,624-75.8% |