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 | $53,639 | $154,228-65.2% | $145,433-63.1% | $137,256-60.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.42% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $9,163 | $4,804+90.7% | $4,554+101.2% | $4,156+120.5% |
| Participant deferral / active EE | $5,897 | $8,216-28.2% | $7,897-25.3% | $6,407-8.0% |
| Admin fee / account holder | $6,788 | $14,344-52.7% | $13,129-48.3% | $12,270-44.7% |