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 | $48,512 | $214,378-77.4% | $200,582-75.8% | $142,382-65.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.44% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,150 | $6,841-54.0% | $6,419-50.9% | $4,299-26.7% |
| Participant deferral / active EE | $5,400 | $9,865-45.3% | $9,331-42.1% | $6,507-17.0% |
| Admin fee / account holder | $308 | $17,692-98.3% | $16,305-98.1% | $12,624-97.6% |