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 | $161,352-27.6% | $134,172-12.9% | $137,256-14.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 21.02% | 28.72%-7.7pp | 25.30%-4.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,421 | $4,099-65.3% | $3,420-58.4% | $4,156-65.8% |
| Participant deferral / active EE | $11,750 | $5,552+111.6% | $4,690+150.5% | $6,407+83.4% |
| Admin fee / account holder | $305 | $15,028-98.0% | $12,016-97.5% | $12,270-97.5% |