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 | $21,288 | $172,111-87.6% | $150,298-85.8% | $137,256-84.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.61% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,953 | $4,636+6.8% | $4,154+19.2% | $4,156+19.2% |
| Participant deferral / active EE | $2,419 | $6,166-60.8% | $5,453-55.6% | $6,407-62.2% |
| Admin fee / account holder | $1,214 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |