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 | $111,216 | $172,111-35.4% | $150,298-26.0% | $137,256-19.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.31% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,428 | $4,636-47.6% | $4,154-41.6% | $4,156-41.6% |
| Participant deferral / active EE | $2,757 | $6,166-55.3% | $5,453-49.4% | $6,407-57.0% |
| Admin fee / account holder | $717 | $16,471-95.6% | $14,116-94.9% | $12,270-94.2% |