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 | $36,715 | $214,378-82.9% | $200,582-81.7% | $142,382-74.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.84% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,253 | $6,841-37.8% | $6,419-33.7% | $4,299-1.1% |
| Participant deferral / active EE | $5,316 | $9,865-46.1% | $9,331-43.0% | $6,507-18.3% |
| Admin fee / account holder | $6,228 | $17,692-64.8% | $16,305-61.8% | $12,624-50.7% |