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 | $172,111-89.6% | $150,298-88.1% | $137,256-86.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.33% | 69.37%-48.0pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,602 | $4,636-65.4% | $4,154-61.4% | $4,156-61.5% |
| Participant deferral / active EE | $5,653 | $6,166-8.3% | $5,453+3.7% | $6,407-11.8% |
| Admin fee / account holder | $3,396 | $16,471-79.4% | $14,116-75.9% | $12,270-72.3% |