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 | $16,265 | $100,773-83.9% | $88,946-81.7% | $142,382-88.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.52% | 70.18%-47.7pp | 57.82%-35.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,050 | $2,918-29.7% | $2,555-19.8% | $4,299-52.3% |
| Participant deferral / active EE | $4,720 | $5,230-9.8% | $4,581+3.0% | $6,507-27.5% |
| Admin fee / account holder | $1,506 | $9,693-84.5% | $8,261-81.8% | $12,624-88.1% |