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 4-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 | $27,120 | $177,572-84.7% | $154,803-82.5% | $142,382-81.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,674 | $4,810-23.6% | $4,305-14.7% | $4,299-14.5% |
| Participant deferral / active EE | $6,545 | $6,272+4.4% | $5,540+18.1% | $6,507+0.6% |
| Admin fee / account holder | $9,064 | $16,786-46.0% | $14,329-36.7% | $12,624-28.2% |