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 | $17,938 | $177,572-89.9% | $154,803-88.4% | $142,382-87.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.33% | 65.07%-43.7pp | 58.88%-37.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,602 | $4,810-66.7% | $4,305-62.8% | $4,299-62.7% |
| Participant deferral / active EE | $5,653 | $6,272-9.9% | $5,540+2.0% | $6,507-13.1% |
| Admin fee / account holder | $3,396 | $16,786-79.8% | $14,329-76.3% | $12,624-73.1% |