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 | $28,766 | $132,634-78.3% | $115,768-75.2% | $137,256-79.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 23.50% | 160.70%-137.2pp | 100.46%-77.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,899 | $3,360+16.0% | $2,940+32.6% | $4,156-6.2% |
| Participant deferral / active EE | $10,827 | $5,619+92.7% | $4,917+120.2% | $6,407+69.0% |
| Admin fee / account holder | $6,309 | $15,028-58.0% | $12,439-49.3% | $12,270-48.6% |