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 | $28,491 | $114,381-75.1% | $107,525-73.5% | $142,382-80.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.88% | 242.71%-212.8pp | 181.32%-151.4pp | 217.08%-187.2pp |
| Employer contribution / active EE | $3,172 | $4,015-21.0% | $3,754-15.5% | $4,299-26.2% |
| Participant deferral / active EE | $8,829 | $5,564+58.7% | $5,116+72.6% | $6,507+35.7% |
| Admin fee / account holder | $2,650 | $9,860-73.1% | $8,919-70.3% | $12,624-79.0% |