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 | $84,082 | $100,773-16.6% | $88,946-5.5% | $142,382-40.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.58% | 70.18%-55.6pp | 57.82%-43.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,084 | $2,918-28.6% | $2,555-18.4% | $4,299-51.5% |
| Participant deferral / active EE | $3,610 | $5,230-31.0% | $4,581-21.2% | $6,507-44.5% |
| Admin fee / account holder | $4,337 | $9,693-55.3% | $8,261-47.5% | $12,624-65.6% |