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 | $63,146 | $214,378-70.5% | $200,582-68.5% | $142,382-55.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.83% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,773 | $6,841-15.6% | $6,419-10.1% | $4,299+34.3% |
| Participant deferral / active EE | $17,699 | $9,865+79.4% | $9,331+89.7% | $6,507+172.0% |
| Admin fee / account holder | $562 | $17,692-96.8% | $16,305-96.6% | $12,624-95.5% |