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 | $42,675 | $112,729-62.1% | $98,716-56.8% | $137,256-68.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 24.57% | 38.48%-13.9pp | 31.81%-7.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,544 | $2,725-6.7% | $2,279+11.6% | $4,156-38.8% |
| Participant deferral / active EE | $11,646 | $4,640+151.0% | $4,048+187.7% | $6,407+81.8% |
| Admin fee / account holder | $321 | $10,129-96.8% | $8,703-96.3% | $12,270-97.4% |