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 | $75,653 | $177,572-57.4% | $154,803-51.1% | $142,382-46.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.41% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,235 | $4,810+29.6% | $4,305+44.8% | $4,299+45.0% |
| Participant deferral / active EE | $8,389 | $6,272+33.8% | $5,540+51.4% | $6,507+28.9% |
| Admin fee / account holder | $1,254 | $16,786-92.5% | $14,329-91.2% | $12,624-90.1% |