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 | $84,487 | $111,535-24.3% | $105,223-19.7% | $137,256-38.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.56% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,351 | $3,939-40.3% | $3,689-36.3% | $4,156-43.4% |
| Participant deferral / active EE | $16,323 | $5,500+196.8% | $5,072+221.8% | $6,407+154.8% |
| Admin fee / account holder | $2,971 | $9,721-69.4% | $8,859-66.5% | $12,270-75.8% |