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 | $56,032 | $214,378-73.9% | $200,582-72.1% | $142,382-60.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.34% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,063 | $6,841-55.2% | $6,419-52.3% | $4,299-28.7% |
| Participant deferral / active EE | $14,249 | $9,865+44.4% | $9,331+52.7% | $6,507+119.0% |
| Admin fee / account holder | $497 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |