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 | $17,952 | $177,572-89.9% | $154,803-88.4% | $142,382-87.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.34% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $6,478 | $4,810+34.7% | $4,305+50.5% | $4,299+50.7% |
| Participant deferral / active EE | $8,930 | $6,272+42.4% | $5,540+61.2% | $6,507+37.2% |
| Admin fee / account holder | $3,557 | $16,786-78.8% | $14,329-75.2% | $12,624-71.8% |