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 | $12,327 | $100,773-87.8% | $88,946-86.1% | $142,382-91.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 22.09% | 70.18%-48.1pp | 57.82%-35.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,578 | $2,918+22.6% | $2,555+40.0% | $4,299-16.8% |
| Participant deferral / active EE | $4,729 | $5,230-9.6% | $4,581+3.2% | $6,507-27.3% |
| Admin fee / account holder | $1,759 | $9,693-81.8% | $8,261-78.7% | $12,624-86.1% |