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 6-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 | $18,424 | $124,425-85.2% | $112,040-83.6% | $137,256-86.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.76% | 24.72%0pp | 24.52%+0.2pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,246 | $3,411-34.2% | $2,954-24.0% | $4,156-46.0% |
| Participant deferral / active EE | $7,140 | $5,718+24.9% | $5,098+40.1% | $6,407+11.4% |
| Admin fee / account holder | $3,664 | $15,207-75.9% | $12,098-69.7% | $12,270-70.1% |