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 8-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 | $25,875 | $108,172-76.1% | $77,482-66.6% | $158,922-83.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 3.65% | 31.67%-28.0pp | 54.79%-51.1pp | 302.83%-299.2pp |
| Employer contribution / active EE | $1,686 | $1,325+27.2% | $986+70.9% | $4,761-64.6% |
| Participant deferral / active EE | $2,827 | $2,456+15.1% | $1,861+51.9% | $5,982-52.7% |
| Admin fee / account holder | $4,444 | $3,708+19.9% | $2,858+55.5% | $11,246-60.5% |