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 | $40,251 | $214,378-81.2% | $200,582-79.9% | $142,382-71.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.90% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,510 | $6,841-4.9% | $6,419+1.4% | $4,299+51.4% |
| Participant deferral / active EE | $11,191 | $9,865+13.4% | $9,331+19.9% | $6,507+72.0% |
| Admin fee / account holder | $2,306 | $17,692-87.0% | $16,305-85.9% | $12,624-81.7% |