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 | $34,225 | $127,065-73.1% | $113,168-69.8% | $142,382-76.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.39% | 24.03%-1.6pp | 24.27%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,815 | $3,442+39.9% | $2,975+61.8% | $4,299+12.0% |
| Participant deferral / active EE | $12,445 | $5,716+117.7% | $5,107+143.7% | $6,507+91.2% |
| Admin fee / account holder | $3,150 | $15,736-80.0% | $12,068-73.9% | $12,624-75.0% |