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 | $33,111 | $154,228-78.5% | $145,433-77.2% | $137,256-75.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.52% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $4,105 | $4,804-14.6% | $4,554-9.9% | $4,156-1.2% |
| Participant deferral / active EE | $11,842 | $8,216+44.1% | $7,897+49.9% | $6,407+84.8% |
| Admin fee / account holder | $21,710 | $14,344+51.4% | $13,129+65.4% | $12,270+76.9% |