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 | $89,896 | $104,974-14.4% | $95,585-6.0% | $142,382-36.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.50% | 210.33%-190.8pp | 38.56%-19.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,459 | $2,779-11.5% | $2,527-2.7% | $4,299-42.8% |
| Participant deferral / active EE | $8,313 | $4,352+91.0% | $4,023+106.7% | $6,507+27.8% |
| Admin fee / account holder | $3,001 | $6,386-53.0% | $6,127-51.0% | $12,624-76.2% |