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 | $25,603 | $100,970-74.6% | $96,576-73.5% | $137,256-81.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.88% | 38.16%-13.3pp | 38.47%-13.6pp | 220.34%-195.5pp |
| Employer contribution / active EE | $2,810 | $3,809-26.2% | $3,553-20.9% | $4,156-32.4% |
| Participant deferral / active EE | $9,723 | $8,286+17.3% | $7,956+22.2% | $6,407+51.8% |
| Admin fee / account holder | $827 | $11,312-92.7% | $11,381-92.7% | $12,270-93.3% |