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 6-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 | $29,849 | $73,933-59.6% | $96,683-69.1% | $75,163-60.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.52% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,399 | $2,928+16.1% | $3,737-9.1% | $2,670+27.3% |
| Participant deferral / active EE | $4,444 | $3,659+21.5% | $4,878-8.9% | $4,125+7.7% |
| Admin fee / account holder | $3,500 | $5,216-32.9% | $6,730-48.0% | $5,651-38.1% |