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 | $27,821 | $209,336-86.7% | $197,124-85.9% | $137,256-79.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 59.18% | 48.09%+11.1pp | 44.34%+14.8pp | 220.34%-161.2pp |
| Employer contribution / active EE | $2,528 | $6,591-61.6% | $6,227-59.4% | $4,156-39.2% |
| Participant deferral / active EE | $7,320 | $9,614-23.9% | $9,135-19.9% | $6,407+14.2% |
| Admin fee / account holder | $565 | $17,308-96.7% | $16,298-96.5% | $12,270-95.4% |