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 | $77,229 | $177,572-56.5% | $154,803-50.1% | $142,382-45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.86% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,522 | $4,810-68.4% | $4,305-64.6% | $4,299-64.6% |
| Participant deferral / active EE | $2,664 | $6,272-57.5% | $5,540-51.9% | $6,507-59.1% |
| Admin fee / account holder | $383 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |