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 | $53,731 | $214,378-74.9% | $200,582-73.2% | $142,382-62.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.74% | 46.41%-19.7pp | 42.33%-15.6pp | 217.08%-190.3pp |
| Employer contribution / active EE | $11,143 | $6,841+62.9% | $6,419+73.6% | $4,299+159.2% |
| Participant deferral / active EE | $10,818 | $9,865+9.7% | $9,331+15.9% | $6,507+66.2% |
| Admin fee / account holder | $1,633 | $17,692-90.8% | $16,305-90.0% | $12,624-87.1% |