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 | $33,300 | $214,378-84.5% | $200,582-83.4% | $142,382-76.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 68.04% | 46.41%+21.6pp | 42.33%+25.7pp | 217.08%-149.0pp |
| Employer contribution / active EE | $3,331 | $6,841-51.3% | $6,419-48.1% | $4,299-22.5% |
| Participant deferral / active EE | $7,459 | $9,865-24.4% | $9,331-20.1% | $6,507+14.6% |
| Admin fee / account holder | $4,215 | $17,692-76.2% | $16,305-74.2% | $12,624-66.6% |