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 | $47,083 | $214,378-78.0% | $200,582-76.5% | $142,382-66.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.25% | 46.41%-22.2pp | 42.33%-18.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,607 | $6,841-47.3% | $6,419-43.8% | $4,299-16.1% |
| Participant deferral / active EE | $14,336 | $9,865+45.3% | $9,331+53.6% | $6,507+120.3% |
| Admin fee / account holder | $1,754 | $17,692-90.1% | $16,305-89.2% | $12,624-86.1% |