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 | $50,943 | $214,378-76.2% | $200,582-74.6% | $142,382-64.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 51.60% | 46.41%+5.2pp | 42.33%+9.3pp | 217.08%-165.5pp |
| Employer contribution / active EE | $12,869 | $6,841+88.1% | $6,419+100.5% | $4,299+199.3% |
| Participant deferral / active EE | $10,986 | $9,865+11.4% | $9,331+17.7% | $6,507+68.8% |
| Admin fee / account holder | $1,637 | $17,692-90.7% | $16,305-90.0% | $12,624-87.0% |