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 | $36,284 | $172,111-78.9% | $150,298-75.9% | $137,256-73.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.27% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,420 | $4,636+16.9% | $4,154+30.5% | $4,156+30.4% |
| Participant deferral / active EE | $9,174 | $6,166+48.8% | $5,453+68.2% | $6,407+43.2% |
| Admin fee / account holder | $691 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |