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 | $27,097 | $85,022-68.1% | $70,515-61.6% | $139,434-80.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.29% | 30.38%-16.1pp | 32.77%-18.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,599 | $3,909+17.7% | $2,973+54.7% | $4,751-3.2% |
| Participant deferral / active EE | $7,394 | $5,890+25.5% | $4,567+61.9% | $6,710+10.2% |
| Admin fee / account holder | $3,522 | $8,906-60.5% | $6,412-45.1% | $11,403-69.1% |