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 | $33,749 | $177,572-81.0% | $154,803-78.2% | $142,382-76.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.01% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,771 | $4,810-42.4% | $4,305-35.6% | $4,299-35.6% |
| Participant deferral / active EE | $8,652 | $6,272+37.9% | $5,540+56.2% | $6,507+33.0% |
| Admin fee / account holder | $2,663 | $16,786-84.1% | $14,329-81.4% | $12,624-78.9% |