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 | $22,524 | $154,228-85.4% | $145,433-84.5% | $137,256-83.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.37% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,123 | $4,804-35.0% | $4,554-31.4% | $4,156-24.9% |
| Participant deferral / active EE | $8,805 | $8,216+7.2% | $7,897+11.5% | $6,407+37.4% |
| Admin fee / account holder | $3,877 | $14,344-73.0% | $13,129-70.5% | $12,270-68.4% |