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 7-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 | $23,369 | $172,111-86.4% | $150,298-84.5% | $137,256-83.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.89% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,170 | $4,636-10.1% | $4,154+0.4% | $4,156+0.3% |
| Participant deferral / active EE | $5,226 | $6,166-15.2% | $5,453-4.2% | $6,407-18.4% |
| Admin fee / account holder | $5,663 | $16,471-65.6% | $14,116-59.9% | $12,270-53.8% |