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 | $71,305 | $154,228-53.8% | $145,433-51.0% | $137,256-48.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 38.08% | 74.59%-36.5pp | 66.58%-28.5pp | 220.34%-182.3pp |
| Employer contribution / active EE | $11,119 | $4,804+131.4% | $4,554+144.1% | $4,156+167.5% |
| Participant deferral / active EE | $15,166 | $8,216+84.6% | $7,897+92.0% | $6,407+136.7% |
| Admin fee / account holder | $4,248 | $14,344-70.4% | $13,129-67.6% | $12,270-65.4% |