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 7-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 | $26,433 | $127,065-79.2% | $113,168-76.6% | $142,382-81.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.86% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,388 | $3,442-1.6% | $2,975+13.9% | $4,299-21.2% |
| Participant deferral / active EE | $8,459 | $5,716+48.0% | $5,107+65.6% | $6,507+30.0% |
| Admin fee / account holder | $4,782 | $15,736-69.6% | $12,068-60.4% | $12,624-62.1% |