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 | $33,953 | $111,754-69.6% | $103,333-67.1% | $145,922-76.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,661 | $4,212-36.8% | $3,868-31.2% | $4,660-42.9% |
| Participant deferral / active EE | $8,068 | $5,619+43.6% | $5,057+59.5% | $6,688+20.6% |
| Admin fee / account holder | $321 | $9,750-96.7% | $8,355-96.2% | $13,397-97.6% |