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 | $23,434 | $111,754-79.0% | $103,333-77.3% | $145,922-83.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 12.31% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,079 | $4,212-3.2% | $3,868+5.5% | $4,660-12.5% |
| Participant deferral / active EE | $6,595 | $5,619+17.4% | $5,057+30.4% | $6,688-1.4% |
| Admin fee / account holder | $2,307 | $9,750-76.3% | $8,355-72.4% | $13,397-82.8% |