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 5-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 | $34,955 | $127,065-72.5% | $113,168-69.1% | $142,382-75.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.94% | 24.03%-0.1pp | 24.27%-0.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,518 | $3,442+2.2% | $2,975+18.2% | $4,299-18.2% |
| Participant deferral / active EE | $7,637 | $5,716+33.6% | $5,107+49.5% | $6,507+17.4% |
| Admin fee / account holder | $2,424 | $15,736-84.6% | $12,068-79.9% | $12,624-80.8% |