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 | $51,937 | $114,381-54.6% | $107,525-51.7% | $142,382-63.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.86% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,862 | $4,015-3.8% | $3,754+2.9% | $4,299-10.2% |
| Participant deferral / active EE | $11,747 | $5,564+111.1% | $5,116+129.6% | $6,507+80.5% |
| Admin fee / account holder | $2,701 | $9,860-72.6% | $8,919-69.7% | $12,624-78.6% |