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 | $148,976 | $154,228-3.4% | $145,433+2.4% | $137,256+8.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.93% | 74.59%-55.7pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,876 | $4,804-60.9% | $4,554-58.8% | $4,156-54.9% |
| Participant deferral / active EE | $21,720 | $8,216+164.3% | $7,897+175.0% | $6,407+239.0% |
| Admin fee / account holder | $1,124 | $14,344-92.2% | $13,129-91.4% | $12,270-90.8% |