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 | $23,362 | $127,065-81.6% | $113,168-79.4% | $142,382-83.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.48% | 24.03%-3.5pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,380 | $3,442-30.9% | $2,975-20.0% | $4,299-44.6% |
| Participant deferral / active EE | $7,136 | $5,716+24.8% | $5,107+39.7% | $6,507+9.7% |
| Admin fee / account holder | $14,190 | $15,736-9.8% | $12,068+17.6% | $12,624+12.4% |