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 | $20,688 | $183,519-88.7% | $155,509-86.7% | $145,922-85.8% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 18.17% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,685 | $5,313-49.5% | $4,672-42.5% | $4,660-42.4% |
| Participant deferral / active EE | $6,669 | $6,462+3.2% | $5,626+18.5% | $6,688-0.3% |
| Admin fee / account holder | $482 | $19,313-97.5% | $15,912-97.0% | $13,397-96.4% |