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 7-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 | $94,733 | $163,101-41.9% | $136,749-30.7% | $142,382-33.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.14% | 27.54%-13.4pp | 24.33%-10.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,716 | $4,117-34.0% | $3,400-20.1% | $4,299-36.8% |
| Participant deferral / active EE | $3,395 | $5,585-39.2% | $4,692-27.6% | $6,507-47.8% |
| Admin fee / account holder | $573 | $14,318-96.0% | $11,386-95.0% | $12,624-95.5% |