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 | $35,849 | $154,228-76.8% | $145,433-75.4% | $137,256-73.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.09% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,237 | $4,804-11.8% | $4,554-7.0% | $4,156+1.9% |
| Participant deferral / active EE | $7,277 | $8,216-11.4% | $7,897-7.9% | $6,407+13.6% |
| Admin fee / account holder | $672 | $14,344-95.3% | $13,129-94.9% | $12,270-94.5% |