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 | $45,238 | $127,065-64.4% | $113,168-60.0% | $142,382-68.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.24% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,484 | $3,442+1.2% | $2,975+17.1% | $4,299-19.0% |
| Participant deferral / active EE | $4,174 | $5,716-27.0% | $5,107-18.3% | $6,507-35.9% |
| Admin fee / account holder | $4,690 | $15,736-70.2% | $12,068-61.1% | $12,624-62.8% |