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 | $12,272 | $106,584-88.5% | $101,326-87.9% | $142,382-91.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.83% | 36.93%-19.1pp | 36.82%-19.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,791 | $3,956-29.5% | $3,665-23.9% | $4,299-35.1% |
| Participant deferral / active EE | $5,508 | $8,297-33.6% | $7,994-31.1% | $6,507-15.4% |
| Admin fee / account holder | $1,717 | $11,446-85.0% | $11,185-84.6% | $12,624-86.4% |