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 | $14,035 | $95,266-85.3% | $82,389-83.0% | $142,382-90.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 16.38% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,363 | $2,991-21.0% | $2,517-6.1% | $4,299-45.0% |
| Participant deferral / active EE | $3,848 | $4,809-20.0% | $4,155-7.4% | $6,507-40.9% |
| Admin fee / account holder | $1,952 | $8,563-77.2% | $7,231-73.0% | $12,624-84.5% |