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 | $26,048 | $97,125-73.2% | $86,233-69.8% | $137,256-81.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.76% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,864 | $2,841+0.8% | $2,504+14.3% | $4,156-31.1% |
| Participant deferral / active EE | $5,911 | $5,180+14.1% | $4,559+29.7% | $6,407-7.7% |
| Admin fee / account holder | $416 | $9,725-95.7% | $8,342-95.0% | $12,270-96.6% |