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 | $103,182 | $177,572-41.9% | $154,803-33.3% | $142,382-27.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.28% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,551 | $4,810-47.0% | $4,305-40.7% | $4,299-40.7% |
| Participant deferral / active EE | $11,596 | $6,272+84.9% | $5,540+109.3% | $6,507+78.2% |
| Admin fee / account holder | $1,064 | $16,786-93.7% | $14,329-92.6% | $12,624-91.6% |