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 | $35,511 | $111,754-68.2% | $103,333-65.6% | $145,922-75.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.55% | 24.77%-6.2pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $4,680 | $4,212+11.1% | $3,868+21.0% | $4,660+0.4% |
| Participant deferral / active EE | $15,495 | $5,619+175.8% | $5,057+206.4% | $6,688+131.7% |
| Admin fee / account holder | $1,632 | $9,750-83.3% | $8,355-80.5% | $13,397-87.8% |