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 | $111,206 | $159,602-30.3% | $150,045-25.9% | $142,382-21.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.81% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,690 | $4,961-25.6% | $4,693-21.4% | $4,299-14.2% |
| Participant deferral / active EE | $23,328 | $8,310+180.7% | $7,997+191.7% | $6,507+258.5% |
| Admin fee / account holder | $5,565 | $14,846-62.5% | $13,435-58.6% | $12,624-55.9% |