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 | $35,366 | $177,572-80.1% | $154,803-77.2% | $142,382-75.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.08% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,705 | $4,810-64.6% | $4,305-60.4% | $4,299-60.3% |
| Participant deferral / active EE | $9,337 | $6,272+48.9% | $5,540+68.5% | $6,507+43.5% |
| Admin fee / account holder | $2,235 | $16,786-86.7% | $14,329-84.4% | $12,624-82.3% |