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 | $42,002 | $159,602-73.7% | $150,045-72.0% | $142,382-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.74% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,044 | $4,961-38.6% | $4,693-35.1% | $4,299-29.2% |
| Participant deferral / active EE | $6,088 | $8,310-26.7% | $7,997-23.9% | $6,507-6.4% |
| Admin fee / account holder | $2,910 | $14,846-80.4% | $13,435-78.3% | $12,624-76.9% |