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 | $35,065 | $172,111-79.6% | $150,298-76.7% | $137,256-74.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.59% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,235 | $4,636-30.2% | $4,154-22.1% | $4,156-22.2% |
| Participant deferral / active EE | $13,930 | $6,166+125.9% | $5,453+155.5% | $6,407+117.4% |
| Admin fee / account holder | $7,080 | $16,471-57.0% | $14,116-49.8% | $12,270-42.3% |