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 | $30,992 | $177,572-82.5% | $154,803-80.0% | $142,382-78.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.07% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $894 | $4,810-81.4% | $4,305-79.2% | $4,299-79.2% |
| Participant deferral / active EE | $2,526 | $6,272-59.7% | $5,540-54.4% | $6,507-61.2% |
| Admin fee / account holder | $729 | $16,786-95.7% | $14,329-94.9% | $12,624-94.2% |