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 | $124,425-81.2% | $112,040-79.1% | $137,256-83.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.48% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,380 | $3,411-30.2% | $2,954-19.4% | $4,156-42.7% |
| Participant deferral / active EE | $7,136 | $5,718+24.8% | $5,098+40.0% | $6,407+11.4% |
| Admin fee / account holder | $14,190 | $15,207-6.7% | $12,098+17.3% | $12,270+15.6% |