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 | $52,858 | $214,378-75.3% | $200,582-73.6% | $142,382-62.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.22% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,475 | $6,841-63.8% | $6,419-61.4% | $4,299-42.4% |
| Participant deferral / active EE | $9,075 | $9,865-8.0% | $9,331-2.7% | $6,507+39.5% |
| Admin fee / account holder | $311 | $17,692-98.2% | $16,305-98.1% | $12,624-97.5% |