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 7-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 | $20,425 | $106,515-80.8% | $96,683-78.9% | $139,434-85.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 12.21% | 38.43%-26.2pp | 35.69%-23.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,665 | $4,103-59.4% | $3,737-55.4% | $4,751-65.0% |
| Participant deferral / active EE | $3,529 | $5,454-35.3% | $4,878-27.7% | $6,710-47.4% |
| Admin fee / account holder | $8,675 | $7,877+10.1% | $6,730+28.9% | $11,403-23.9% |