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 5-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 | $92,973 | $112,729-17.5% | $98,716-5.8% | $137,256-32.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.21% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,664 | $2,725-2.2% | $2,279+16.9% | $4,156-35.9% |
| Participant deferral / active EE | $13,767 | $4,640+196.7% | $4,048+240.1% | $6,407+114.9% |
| Admin fee / account holder | $4,003 | $10,129-60.5% | $8,703-54.0% | $12,270-67.4% |