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 | $37,508 | $154,228-75.7% | $145,433-74.2% | $137,256-72.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.00% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,355 | $4,804-9.4% | $4,554-4.4% | $4,156+4.8% |
| Participant deferral / active EE | $12,185 | $8,216+48.3% | $7,897+54.3% | $6,407+90.2% |
| Admin fee / account holder | $4,313 | $14,344-69.9% | $13,129-67.2% | $12,270-64.9% |