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 | $65,770 | $154,228-57.4% | $145,433-54.8% | $137,256-52.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.74% | 74.59%-54.9pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,078 | $4,804+26.5% | $4,554+33.5% | $4,156+46.2% |
| Participant deferral / active EE | $23,284 | $8,216+183.4% | $7,897+194.8% | $6,407+263.4% |
| Admin fee / account holder | $2,664 | $14,344-81.4% | $13,129-79.7% | $12,270-78.3% |