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 4-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 | $48,665 | $159,602-69.5% | $150,045-67.6% | $142,382-65.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 20.01% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $11,139 | $4,961+124.6% | $4,693+137.3% | $4,299+159.1% |
| Participant deferral / active EE | $15,873 | $8,310+91.0% | $7,997+98.5% | $6,507+143.9% |
| Admin fee / account holder | $3,516 | $14,846-76.3% | $13,435-73.8% | $12,624-72.1% |