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 6-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 | $142,840 | $154,228-7.4% | $145,433-1.8% | $137,256+4.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.50% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,308 | $4,804-52.0% | $4,554-49.3% | $4,156-44.5% |
| Participant deferral / active EE | $11,171 | $8,216+36.0% | $7,897+41.5% | $6,407+74.4% |
| Admin fee / account holder | $1,594 | $14,344-88.9% | $13,129-87.9% | $12,270-87.0% |