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 | $24,513 | $114,381-78.6% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.16% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,885 | $4,015-3.2% | $3,754+3.5% | $4,299-9.6% |
| Participant deferral / active EE | $3,991 | $5,564-28.3% | $5,116-22.0% | $6,507-38.7% |
| Admin fee / account holder | $659 | $9,860-93.3% | $8,919-92.6% | $12,624-94.8% |