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 | $53,242 | $74,888-28.9% | $71,209-25.2% | $142,382-62.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.00% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $780 | $2,854-72.7% | $2,721-71.3% | $4,299-81.9% |
| Participant deferral / active EE | $2,265 | $4,454-49.2% | $4,175-45.8% | $6,507-65.2% |
| Admin fee / account holder | $338 | $5,568-93.9% | $5,349-93.7% | $12,624-97.3% |