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 | $41,257 | $100,970-59.1% | $96,576-57.3% | $137,256-69.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.28% | 38.16%-16.9pp | 38.47%-17.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,525 | $3,809+18.8% | $3,553+27.3% | $4,156+8.9% |
| Participant deferral / active EE | $10,389 | $8,286+25.4% | $7,956+30.6% | $6,407+62.1% |
| Admin fee / account holder | $5,060 | $11,312-55.3% | $11,381-55.5% | $12,270-58.8% |