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 | $64,656 | $114,381-43.5% | $107,525-39.9% | $142,382-54.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.80% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,707 | $4,015-32.6% | $3,754-27.9% | $4,299-37.0% |
| Participant deferral / active EE | $5,635 | $5,564+1.3% | $5,116+10.1% | $6,507-13.4% |
| Admin fee / account holder | $7,021 | $9,860-28.8% | $8,919-21.3% | $12,624-44.4% |