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 | $52,582 | $154,228-65.9% | $145,433-63.8% | $137,256-61.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,342 | $4,804-30.4% | $4,554-26.6% | $4,156-19.6% |
| Participant deferral / active EE | $3,784 | $8,216-53.9% | $7,897-52.1% | $6,407-40.9% |
| Admin fee / account holder | $1,615 | $14,344-88.7% | $13,129-87.7% | $12,270-86.8% |