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 | $46,694 | $154,228-69.7% | $145,433-67.9% | $137,256-66.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 122.31% | 74.59%+47.7pp | 66.58%+55.7pp | 220.34%-98.0pp |
| Employer contribution / active EE | $3,757 | $4,804-21.8% | $4,554-17.5% | $4,156-9.6% |
| Participant deferral / active EE | $3,583 | $8,216-56.4% | $7,897-54.6% | $6,407-44.1% |
| Admin fee / account holder | $3,415 | $14,344-76.2% | $13,129-74.0% | $12,270-72.2% |