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 | $68,196 | $124,425-45.2% | $112,040-39.1% | $137,256-50.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.52% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,852 | $3,411+12.9% | $2,954+30.4% | $4,156-7.3% |
| Participant deferral / active EE | $10,459 | $5,718+82.9% | $5,098+105.2% | $6,407+63.2% |
| Admin fee / account holder | $1,622 | $15,207-89.3% | $12,098-86.6% | $12,270-86.8% |