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 4-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 | $46,484 | $154,228-69.9% | $145,433-68.0% | $137,256-66.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.87% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $11,182 | $4,804+132.8% | $4,554+145.5% | $4,156+169.1% |
| Participant deferral / active EE | $9,208 | $8,216+12.1% | $7,897+16.6% | $6,407+43.7% |
| Admin fee / account holder | $3,393 | $14,344-76.3% | $13,129-74.2% | $12,270-72.4% |