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 | $24,885 | $154,228-83.9% | $145,433-82.9% | $137,256-81.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.54% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $5,760 | $4,804+19.9% | $4,554+26.5% | $4,156+38.6% |
| Participant deferral / active EE | $9,872 | $8,216+20.1% | $7,897+25.0% | $6,407+54.1% |
| Admin fee / account holder | $41,621 | $14,344+190.2% | $13,129+217.0% | $12,270+239.2% |