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 | $49,939 | $177,572-71.9% | $154,803-67.7% | $142,382-64.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.50% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $8,406 | $4,810+74.7% | $4,305+95.2% | $4,299+95.5% |
| Participant deferral / active EE | $16,293 | $6,272+159.8% | $5,540+194.1% | $6,507+150.4% |
| Admin fee / account holder | $5,366 | $16,786-68.0% | $14,329-62.6% | $12,624-57.5% |