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 | $34,879 | $172,111-79.7% | $150,298-76.8% | $137,256-74.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 64.61% | 69.37%-4.8pp | 62.79%+1.8pp | 220.34%-155.7pp |
| Employer contribution / active EE | $2,008 | $4,636-56.7% | $4,154-51.7% | $4,156-51.7% |
| Participant deferral / active EE | $5,246 | $6,166-14.9% | $5,453-3.8% | $6,407-18.1% |
| Admin fee / account holder | $4,138 | $16,471-74.9% | $14,116-70.7% | $12,270-66.3% |