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 | $37,269 | $163,101-77.2% | $136,749-72.7% | $142,382-73.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.89% | 27.54%-12.7pp | 24.33%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,639 | $4,117-60.2% | $3,400-51.8% | $4,299-61.9% |
| Participant deferral / active EE | $7,124 | $5,585+27.6% | $4,692+51.8% | $6,507+9.5% |
| Admin fee / account holder | $14,742 | $14,318+3.0% | $11,386+29.5% | $12,624+16.8% |