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 | $29,118 | $179,726-83.8% | $156,263-81.4% | $142,382-79.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.59% | 77.86%-56.3pp | 59.47%-37.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,866 | $5,069-23.7% | $4,333-10.8% | $4,299-10.1% |
| Participant deferral / active EE | $8,782 | $6,956+26.3% | $6,158+42.6% | $6,507+35.0% |
| Admin fee / account holder | $7,732 | $17,272-55.2% | $14,255-45.8% | $12,624-38.8% |