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 | $50,761 | $117,983-57.0% | $101,794-50.1% | $142,382-64.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.67% | 36.92%-12.3pp | 30.53%-5.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $3,247 | $2,773+17.1% | $2,289+41.9% | $4,299-24.5% |
| Participant deferral / active EE | $10,841 | $4,714+130.0% | $4,084+165.4% | $6,507+66.6% |
| Admin fee / account holder | $3,668 | $10,433-64.8% | $8,777-58.2% | $12,624-70.9% |