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 9-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 | $47,040 | $185,822-74.7% | $169,993-72.3% | $139,434-66.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.11% | 60.50%-48.4pp | 53.37%-41.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,444 | $7,590-54.6% | $6,785-49.2% | $4,751-27.5% |
| Participant deferral / active EE | $4,958 | $11,622-57.3% | $10,408-52.4% | $6,710-26.1% |
| Admin fee / account holder | $529 | $15,381-96.6% | $12,815-95.9% | $11,403-95.4% |