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 | $15,631 | $177,572-91.2% | $154,803-89.9% | $142,382-89.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.14% | 65.07%-40.9pp | 58.88%-34.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,694 | $4,810-23.2% | $4,305-14.2% | $4,299-14.1% |
| Participant deferral / active EE | $6,664 | $6,272+6.3% | $5,540+20.3% | $6,507+2.4% |
| Admin fee / account holder | $1,042 | $16,786-93.8% | $14,329-92.7% | $12,624-91.7% |