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 | $54,802 | $201,272-72.8% | $184,203-70.2% | $145,922-62.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 29.00%-11.7pp | 28.81%-11.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,730 | $7,022-61.1% | $6,427-57.5% | $4,660-41.4% |
| Participant deferral / active EE | $4,793 | $9,806-51.1% | $9,131-47.5% | $6,688-28.3% |
| Admin fee / account holder | $63,041 | $16,364+285.3% | $13,901+353.5% | $13,397+370.6% |