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 | $36,852 | $106,515-65.4% | $96,683-61.9% | $139,434-73.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 42.58% | 38.43%+4.2pp | 35.69%+6.9pp | 372.94%-330.4pp |
| Employer contribution / active EE | $4,193 | $4,103+2.2% | $3,737+12.2% | $4,751-11.8% |
| Participant deferral / active EE | $15,714 | $5,454+188.1% | $4,878+222.1% | $6,710+134.2% |
| Admin fee / account holder | $478 | $7,877-93.9% | $6,730-92.9% | $11,403-95.8% |