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 4-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 | $75,431 | $95,266-20.8% | $82,389-8.4% | $142,382-47.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.88% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,169 | $2,991+5.9% | $2,517+25.9% | $4,299-26.3% |
| Participant deferral / active EE | $12,925 | $4,809+168.8% | $4,155+211.1% | $6,507+98.6% |
| Admin fee / account holder | $305 | $8,563-96.4% | $7,231-95.8% | $12,624-97.6% |