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 | $55,661 | $154,228-63.9% | $145,433-61.7% | $137,256-59.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,271 | $4,804+30.5% | $4,554+37.7% | $4,156+50.9% |
| Participant deferral / active EE | $11,268 | $8,216+37.1% | $7,897+42.7% | $6,407+75.9% |
| Admin fee / account holder | $21,525 | $14,344+50.1% | $13,129+64.0% | $12,270+75.4% |