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 | $47,845 | $214,378-77.7% | $200,582-76.1% | $142,382-66.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.01% | 46.41%-21.4pp | 42.33%-17.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $7,197 | $6,841+5.2% | $6,419+12.1% | $4,299+67.4% |
| Participant deferral / active EE | $21,245 | $9,865+115.4% | $9,331+127.7% | $6,507+226.5% |
| Admin fee / account holder | $5,554 | $17,692-68.6% | $16,305-65.9% | $12,624-56.0% |