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 | $177,572-90.6% | $154,803-89.2% | $142,382-88.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.41% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,902 | $4,810-39.7% | $4,305-32.6% | $4,299-32.5% |
| Participant deferral / active EE | $8,086 | $6,272+28.9% | $5,540+45.9% | $6,507+24.3% |
| Admin fee / account holder | $1,534 | $16,786-90.9% | $14,329-89.3% | $12,624-87.8% |