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 | $34,235 | $100,970-66.1% | $96,576-64.6% | $137,256-75.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.48% | 38.16%-14.7pp | 38.47%-15.0pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,463 | $3,809-9.1% | $3,553-2.5% | $4,156-16.7% |
| Participant deferral / active EE | $9,557 | $8,286+15.3% | $7,956+20.1% | $6,407+49.2% |
| Admin fee / account holder | $2,061 | $11,312-81.8% | $11,381-81.9% | $12,270-83.2% |