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 | $43,557 | $125,758-65.4% | $169,993-74.4% | $75,163-42.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.96% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,686 | $4,615+1.5% | $6,785-30.9% | $2,670+75.5% |
| Participant deferral / active EE | $6,978 | $6,837+2.1% | $10,408-32.9% | $4,125+69.2% |
| Admin fee / account holder | $7,088 | $8,173-13.3% | $12,815-44.7% | $5,651+25.4% |