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 4-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 | $33,097 | $106,515-68.9% | $96,683-65.8% | $139,434-76.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 19.22% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $6,272 | $4,103+52.9% | $3,737+67.8% | $4,751+32.0% |
| Participant deferral / active EE | $3,386 | $5,454-37.9% | $4,878-30.6% | $6,710-49.5% |
| Admin fee / account holder | $3,070 | $7,877-61.0% | $6,730-54.4% | $11,403-73.1% |