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 | $82,847 | $214,378-61.4% | $200,582-58.7% | $142,382-41.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.02% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,383 | $6,841-79.8% | $6,419-78.5% | $4,299-67.8% |
| Participant deferral / active EE | $12,900 | $9,865+30.8% | $9,331+38.2% | $6,507+98.2% |
| Admin fee / account holder | $2,602 | $17,692-85.3% | $16,305-84.0% | $12,624-79.4% |