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 | $37,269 | $161,352-76.9% | $134,172-72.2% | $137,256-72.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.89% | 28.72%-13.8pp | 25.30%-10.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,639 | $4,099-60.0% | $3,420-52.1% | $4,156-60.6% |
| Participant deferral / active EE | $7,124 | $5,552+28.3% | $4,690+51.9% | $6,407+11.2% |
| Admin fee / account holder | $14,742 | $15,028-1.9% | $12,016+22.7% | $12,270+20.1% |