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 | $55,232 | $214,378-74.2% | $200,582-72.5% | $142,382-61.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.17% | 46.41%-26.2pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,975 | $6,841-41.9% | $6,419-38.1% | $4,299-7.5% |
| Participant deferral / active EE | $14,435 | $9,865+46.3% | $9,331+54.7% | $6,507+121.8% |
| Admin fee / account holder | $3,593 | $17,692-79.7% | $16,305-78.0% | $12,624-71.5% |