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 | $26,784 | $107,452-75.1% | $91,541-70.7% | $142,382-81.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.58% | 22.06%-3.5pp | 20.50%-1.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,966 | $2,994-0.9% | $2,505+18.4% | $4,299-31.0% |
| Participant deferral / active EE | $3,623 | $4,754-23.8% | $4,008-9.6% | $6,507-44.3% |
| Admin fee / account holder | $3,079 | $8,834-65.1% | $6,956-55.7% | $12,624-75.6% |