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 7-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 | $22,401 | $110,257-79.7% | $96,544-76.8% | $139,434-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.24% | 26.32%-16.1pp | 25.84%-15.6pp | 372.94%-362.7pp |
| Employer contribution / active EE | $3,802 | $3,620+5.0% | $2,965+28.2% | $4,751-20.0% |
| Participant deferral / active EE | $7,538 | $5,548+35.9% | $4,851+55.4% | $6,710+12.3% |
| Admin fee / account holder | $16,352 | $11,591+41.1% | $8,252+98.2% | $11,403+43.4% |