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 | $29,405 | $179,726-83.6% | $156,263-81.2% | $142,382-79.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.45% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,502 | $5,069-11.2% | $4,333+3.9% | $4,299+4.7% |
| Participant deferral / active EE | $7,591 | $6,956+9.1% | $6,158+23.3% | $6,507+16.7% |
| Admin fee / account holder | $3,352 | $17,272-80.6% | $14,255-76.5% | $12,624-73.4% |