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 | $89,219 | $163,101-45.3% | $136,749-34.8% | $142,382-37.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.07% | 27.54%-17.5pp | 24.33%-14.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,880 | $4,117-54.3% | $3,400-44.7% | $4,299-56.3% |
| Participant deferral / active EE | $27,250 | $5,585+387.9% | $4,692+480.8% | $6,507+318.8% |
| Admin fee / account holder | $1,314 | $14,318-90.8% | $11,386-88.5% | $12,624-89.6% |