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 | $26,389 | $177,572-85.1% | $154,803-83.0% | $142,382-81.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.44% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,886 | $4,810-60.8% | $4,305-56.2% | $4,299-56.1% |
| Participant deferral / active EE | $3,389 | $6,272-46.0% | $5,540-38.8% | $6,507-47.9% |
| Admin fee / account holder | $2,153 | $16,786-87.2% | $14,329-85.0% | $12,624-82.9% |