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 | $58,487 | $214,378-72.7% | $200,582-70.8% | $142,382-58.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.44% | 46.41%-18.0pp | 42.33%-13.9pp | 217.08%-188.6pp |
| Employer contribution / active EE | $3,426 | $6,841-49.9% | $6,419-46.6% | $4,299-20.3% |
| Participant deferral / active EE | $11,444 | $9,865+16.0% | $9,331+22.6% | $6,507+75.9% |
| Admin fee / account holder | $345 | $17,692-98.0% | $16,305-97.9% | $12,624-97.3% |