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 | $57,887 | $154,228-62.5% | $145,433-60.2% | $137,256-57.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.21% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $4,045 | $4,804-15.8% | $4,554-11.2% | $4,156-2.7% |
| Participant deferral / active EE | $9,467 | $8,216+15.2% | $7,897+19.9% | $6,407+47.8% |
| Admin fee / account holder | $2,261 | $14,344-84.2% | $13,129-82.8% | $12,270-81.6% |