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 6-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 | $30,994 | $154,228-79.9% | $145,433-78.7% | $137,256-77.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.52% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,890 | $4,804-39.8% | $4,554-36.5% | $4,156-30.5% |
| Participant deferral / active EE | $10,272 | $8,216+25.0% | $7,897+30.1% | $6,407+60.3% |
| Admin fee / account holder | $2,928 | $14,344-79.6% | $13,129-77.7% | $12,270-76.1% |