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 5-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 | $59,107 | $214,378-72.4% | $200,582-70.5% | $142,382-58.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.91% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,419 | $6,841-50.0% | $6,419-46.7% | $4,299-20.5% |
| Participant deferral / active EE | $7,802 | $9,865-20.9% | $9,331-16.4% | $6,507+19.9% |
| Admin fee / account holder | $306 | $17,692-98.3% | $16,305-98.1% | $12,624-97.6% |