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 | $18,945 | $154,228-87.7% | $145,433-87.0% | $137,256-86.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.42% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-194.9pp |
| Employer contribution / active EE | $5,015 | $4,804+4.4% | $4,554+10.1% | $4,156+20.7% |
| Participant deferral / active EE | $8,240 | $8,216+0.3% | $7,897+4.3% | $6,407+28.6% |
| Admin fee / account holder | $2,248 | $14,344-84.3% | $13,129-82.9% | $12,270-81.7% |