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 6-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 | $22,476 | $107,452-79.1% | $91,541-75.4% | $142,382-84.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.49% | 22.06%-5.6pp | 20.50%-4.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,698 | $2,994-43.3% | $2,505-32.2% | $4,299-60.5% |
| Participant deferral / active EE | $2,959 | $4,754-37.8% | $4,008-26.2% | $6,507-54.5% |
| Admin fee / account holder | $3,363 | $8,834-61.9% | $6,956-51.7% | $12,624-73.4% |