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 | $90,676 | $100,970-10.2% | $96,576-6.1% | $137,256-33.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.58% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,536 | $3,809-7.2% | $3,553-0.5% | $4,156-14.9% |
| Participant deferral / active EE | $23,854 | $8,286+187.9% | $7,956+199.8% | $6,407+272.3% |
| Admin fee / account holder | $14,569 | $11,312+28.8% | $11,381+28.0% | $12,270+18.7% |