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 | $12,114 | $81,248-85.1% | $155,509-92.2% | $80,856-85.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 28.74% | 33.31%-4.6pp | 64.67%-35.9pp | 35.59%-6.9pp |
| Employer contribution / active EE | $2,192 | $3,100-29.3% | $4,672-53.1% | $2,755-20.4% |
| Participant deferral / active EE | $5,498 | $3,452+59.3% | $5,626-2.3% | $4,296+28.0% |
| Admin fee / account holder | $691 | $7,997-91.4% | $15,912-95.7% | $6,918-90.0% |