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 | $116,880 | $163,101-28.3% | $136,749-14.5% | $142,382-17.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.02% | 27.54%-6.5pp | 24.33%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,421 | $4,117-65.5% | $3,400-58.2% | $4,299-66.9% |
| Participant deferral / active EE | $11,750 | $5,585+110.4% | $4,692+150.4% | $6,507+80.6% |
| Admin fee / account holder | $305 | $14,318-97.9% | $11,386-97.3% | $12,624-97.6% |