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 | $114,405 | $201,272-43.2% | $184,203-37.9% | $145,922-21.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.07% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,760 | $7,022-60.7% | $6,427-57.1% | $4,660-40.8% |
| Participant deferral / active EE | $16,726 | $9,806+70.6% | $9,131+83.2% | $6,688+150.1% |
| Admin fee / account holder | $10,877 | $16,364-33.5% | $13,901-21.8% | $13,397-18.8% |