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 | $18,546 | $154,228-88.0% | $145,433-87.2% | $137,256-86.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.90% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,238 | $4,804-32.6% | $4,554-28.9% | $4,156-22.1% |
| Participant deferral / active EE | $3,818 | $8,216-53.5% | $7,897-51.7% | $6,407-40.4% |
| Admin fee / account holder | $2,072 | $14,344-85.6% | $13,129-84.2% | $12,270-83.1% |