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 | $82,466 | $146,267-43.6% | $197,124-58.2% | $82,4480% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 20.21% | 29.61%-9.4pp | 44.34%-24.1pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,533 | $4,723-46.4% | $6,227-59.3% | $2,551-0.7% |
| Participant deferral / active EE | $6,075 | $7,035-13.6% | $9,135-33.5% | $4,139+46.8% |
| Admin fee / account holder | $1,857 | $14,422-87.1% | $16,298-88.6% | $7,234-74.3% |