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 | $127,065-79.6% | $113,168-77.1% | $142,382-81.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.30% | 24.03%-3.7pp | 24.27%-4.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,905 | $3,442-44.7% | $2,975-36.0% | $4,299-55.7% |
| Participant deferral / active EE | $2,312 | $5,716-59.6% | $5,107-54.7% | $6,507-64.5% |
| Admin fee / account holder | $336 | $15,736-97.9% | $12,068-97.2% | $12,624-97.3% |