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 | $30,446 | $117,983-74.2% | $101,794-70.1% | $142,382-78.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.88% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,274 | $2,773-18.0% | $2,289-0.7% | $4,299-47.1% |
| Participant deferral / active EE | $6,327 | $4,714+34.2% | $4,084+54.9% | $6,507-2.8% |
| Admin fee / account holder | $9,201 | $10,433-11.8% | $8,777+4.8% | $12,624-27.1% |