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 8-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 | $23,161 | $103,376-77.6% | $87,100-73.4% | $152,861-84.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.62% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,485 | $3,220+8.2% | $2,521+38.2% | $4,762-26.8% |
| Participant deferral / active EE | $2,767 | $4,778-42.1% | $4,049-31.7% | $5,850-52.7% |
| Admin fee / account holder | $3,550 | $12,205-70.9% | $7,497-52.6% | $11,596-69.4% |