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 | $18,001 | $154,228-88.3% | $145,433-87.6% | $137,256-86.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.04% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,140 | $4,804-34.6% | $4,554-31.1% | $4,156-24.4% |
| Participant deferral / active EE | $6,655 | $8,216-19.0% | $7,897-15.7% | $6,407+3.9% |
| Admin fee / account holder | $2,028 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |