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 | $13,945 | $117,983-88.2% | $101,794-86.3% | $142,382-90.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.04% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,567 | $2,773+28.6% | $2,289+55.8% | $4,299-17.0% |
| Participant deferral / active EE | $4,824 | $4,714+2.4% | $4,084+18.1% | $6,507-25.9% |
| Admin fee / account holder | $3,132 | $10,433-70.0% | $8,777-64.3% | $12,624-75.2% |