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 | $71,138 | $159,602-55.4% | $150,045-52.6% | $142,382-50.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.44% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,664 | $4,961-46.3% | $4,693-43.2% | $4,299-38.0% |
| Participant deferral / active EE | $6,431 | $8,310-22.6% | $7,997-19.6% | $6,507-1.2% |
| Admin fee / account holder | $700 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |