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 6-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 | $47,821 | $154,228-69.0% | $145,433-67.1% | $137,256-65.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.40% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $6,448 | $4,804+34.2% | $4,554+41.6% | $4,156+55.1% |
| Participant deferral / active EE | $20,575 | $8,216+150.4% | $7,897+160.5% | $6,407+221.1% |
| Admin fee / account holder | $2,516 | $14,344-82.5% | $13,129-80.8% | $12,270-79.5% |