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 | $74,309 | $214,378-65.3% | $200,582-63.0% | $142,382-47.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.12% | 46.41%-22.3pp | 42.33%-18.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $4,089 | $6,841-40.2% | $6,419-36.3% | $4,299-4.9% |
| Participant deferral / active EE | $12,435 | $9,865+26.1% | $9,331+33.3% | $6,507+91.1% |
| Admin fee / account holder | $1,837 | $17,692-89.6% | $16,305-88.7% | $12,624-85.4% |