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 | $19,753 | $133,922-85.3% | $116,228-83.0% | $142,382-86.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.21% | 147.76%-137.6pp | 90.06%-79.8pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,356 | $3,446-31.6% | $2,994-21.3% | $4,299-45.2% |
| Participant deferral / active EE | $6,080 | $5,672+7.2% | $4,953+22.8% | $6,507-6.6% |
| Admin fee / account holder | $7,377 | $14,945-50.6% | $11,989-38.5% | $12,624-41.6% |