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 | $23,344 | $104,974-77.8% | $95,585-75.6% | $142,382-83.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 18.54% | 210.33%-191.8pp | 38.56%-20.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,609 | $2,779-6.1% | $2,527+3.2% | $4,299-39.3% |
| Participant deferral / active EE | $7,497 | $4,352+72.3% | $4,023+86.4% | $6,507+15.2% |
| Admin fee / account holder | $1,533 | $6,386-76.0% | $6,127-75.0% | $12,624-87.9% |