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 | $40,811 | $117,983-65.4% | $101,794-59.9% | $142,382-71.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.40% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,028 | $2,773+9.2% | $2,289+32.3% | $4,299-29.6% |
| Participant deferral / active EE | $6,242 | $4,714+32.4% | $4,084+52.8% | $6,507-4.1% |
| Admin fee / account holder | $2,536 | $10,433-75.7% | $8,777-71.1% | $12,624-79.9% |