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 3-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 | $12,400 | $100,773-87.7% | $88,946-86.1% | $142,382-91.3% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.8%+26.2pp | 80.1%+14.9pp |
| Annual return | 20.34% | 70.18%-49.8pp | 57.82%-37.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,772 | $2,918-5.0% | $2,555+8.5% | $4,299-35.5% |
| Participant deferral / active EE | $3,313 | $5,230-36.7% | $4,581-27.7% | $6,507-49.1% |
| Admin fee / account holder | $1,703 | $9,693-82.4% | $8,261-79.4% | $12,624-86.5% |