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 | $13,222 | $107,452-87.7% | $91,541-85.6% | $142,382-90.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.15% | 22.06%-2.9pp | 20.50%-1.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,752 | $2,994-41.5% | $2,505-30.0% | $4,299-59.2% |
| Participant deferral / active EE | $2,950 | $4,754-37.9% | $4,008-26.4% | $6,507-54.7% |
| Admin fee / account holder | $1,487 | $8,834-83.2% | $6,956-78.6% | $12,624-88.2% |