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 | $26,132 | $107,452-75.7% | $91,541-71.5% | $142,382-81.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.68% | 22.06%-6.4pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,177 | $2,994+6.1% | $2,505+26.8% | $4,299-26.1% |
| Participant deferral / active EE | $8,376 | $4,754+76.2% | $4,008+109.0% | $6,507+28.7% |
| Admin fee / account holder | $12,509 | $8,834+41.6% | $6,956+79.8% | $12,624-0.9% |