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 | $103,045 | $117,983-12.7% | $101,794+1.2% | $142,382-27.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.29% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,115 | $2,773-23.7% | $2,289-7.6% | $4,299-50.8% |
| Participant deferral / active EE | $3,273 | $4,714-30.6% | $4,084-19.8% | $6,507-49.7% |
| Admin fee / account holder | $3,375 | $10,433-67.7% | $8,777-61.5% | $12,624-73.3% |