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 | $28,536 | $209,336-86.4% | $197,124-85.5% | $137,256-79.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.08% | 48.09%-22.0pp | 44.34%-18.3pp | 220.34%-194.3pp |
| Employer contribution / active EE | $3,391 | $6,591-48.5% | $6,227-45.5% | $4,156-18.4% |
| Participant deferral / active EE | $13,485 | $9,614+40.3% | $9,135+47.6% | $6,407+110.5% |
| Admin fee / account holder | $2,668 | $17,308-84.6% | $16,298-83.6% | $12,270-78.3% |