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 | $24,147 | $154,228-84.3% | $145,433-83.4% | $137,256-82.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.16% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,929 | $4,804-39.0% | $4,554-35.7% | $4,156-29.5% |
| Participant deferral / active EE | $7,749 | $8,216-5.7% | $7,897-1.9% | $6,407+20.9% |
| Admin fee / account holder | $815 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |