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 | $20,681 | $87,166-76.3% | $76,735-73.0% | $137,256-84.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.06% | 26.50%-8.4pp | 29.77%-11.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,609 | $2,904+24.3% | $2,454+47.1% | $4,156-13.2% |
| Participant deferral / active EE | $5,050 | $4,726+6.9% | $4,088+23.5% | $6,407-21.2% |
| Admin fee / account holder | $2,115 | $8,403-74.8% | $7,189-70.6% | $12,270-82.8% |