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 | $28,867 | $127,065-77.3% | $113,168-74.5% | $142,382-79.7% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 18.37% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,032 | $3,442+46.2% | $2,975+69.1% | $4,299+17.0% |
| Participant deferral / active EE | $8,970 | $5,716+56.9% | $5,107+75.7% | $6,507+37.9% |
| Admin fee / account holder | $11,386 | $15,736-27.6% | $12,068-5.7% | $12,624-9.8% |