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 | $34,993 | $100,970-65.3% | $96,576-63.8% | $137,256-74.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.97% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,518 | $3,809+44.9% | $3,553+55.3% | $4,156+32.8% |
| Participant deferral / active EE | $8,516 | $8,286+2.8% | $7,956+7.0% | $6,407+32.9% |
| Admin fee / account holder | $1,815 | $11,312-84.0% | $11,381-84.1% | $12,270-85.2% |