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 | $27,785 | $185,822-85.0% | $169,993-83.7% | $139,434-80.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 70.45% | 60.50%+9.9pp | 53.37%+17.1pp | 372.94%-302.5pp |
| Employer contribution / active EE | $4,449 | $7,590-41.4% | $6,785-34.4% | $4,751-6.4% |
| Participant deferral / active EE | $12,583 | $11,622+8.3% | $10,408+20.9% | $6,710+87.5% |
| Admin fee / account holder | $1,641 | $15,381-89.3% | $12,815-87.2% | $11,403-85.6% |