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 | $22,424 | $87,166-74.3% | $76,735-70.8% | $137,256-83.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.26% | 26.50%-8.2pp | 29.77%-11.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,241 | $2,904-57.3% | $2,454-49.4% | $4,156-70.1% |
| Participant deferral / active EE | $4,738 | $4,726+0.2% | $4,088+15.9% | $6,407-26.1% |
| Admin fee / account holder | $13,258 | $8,403+57.8% | $7,189+84.4% | $12,270+8.0% |