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 5-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 | $17,323 | $117,983-85.3% | $101,794-83.0% | $142,382-87.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.74% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,425 | $2,773-12.5% | $2,289+6.0% | $4,299-43.6% |
| Participant deferral / active EE | $4,282 | $4,714-9.2% | $4,084+4.8% | $6,507-34.2% |
| Admin fee / account holder | $2,154 | $10,433-79.4% | $8,777-75.5% | $12,624-82.9% |