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 | $16,702 | $172,111-90.3% | $150,298-88.9% | $137,256-87.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.41% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,902 | $4,636-37.4% | $4,154-30.1% | $4,156-30.2% |
| Participant deferral / active EE | $8,086 | $6,166+31.1% | $5,453+48.3% | $6,407+26.2% |
| Admin fee / account holder | $1,534 | $16,471-90.7% | $14,116-89.1% | $12,270-87.5% |