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 | $25,880 | $124,425-79.2% | $112,040-76.9% | $137,256-81.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.30% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,905 | $3,411-44.2% | $2,954-35.5% | $4,156-54.2% |
| Participant deferral / active EE | $2,312 | $5,718-59.6% | $5,098-54.7% | $6,407-63.9% |
| Admin fee / account holder | $336 | $15,207-97.8% | $12,098-97.2% | $12,270-97.3% |