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 6-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 | $46,794 | $100,970-53.7% | $96,576-51.5% | $137,256-65.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.38% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,167 | $3,809+88.2% | $3,553+101.7% | $4,156+72.5% |
| Participant deferral / active EE | $9,913 | $8,286+19.6% | $7,956+24.6% | $6,407+54.7% |
| Admin fee / account holder | $24,453 | $11,312+116.2% | $11,381+114.9% | $12,270+99.3% |