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 8-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 | $29,250 | $127,065-77.0% | $113,168-74.2% | $142,382-79.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.03% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,959 | $3,442-43.1% | $2,975-34.1% | $4,299-54.4% |
| Participant deferral / active EE | $2,028 | $5,716-64.5% | $5,107-60.3% | $6,507-68.8% |
| Admin fee / account holder | $7,212 | $15,736-54.2% | $12,068-40.2% | $12,624-42.9% |