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 | $23,764 | $127,065-81.3% | $113,168-79.0% | $142,382-83.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.34% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,612 | $3,442+4.9% | $2,975+21.4% | $4,299-16.0% |
| Participant deferral / active EE | $9,144 | $5,716+60.0% | $5,107+79.1% | $6,507+40.5% |
| Admin fee / account holder | $11,625 | $15,736-26.1% | $12,068-3.7% | $12,624-7.9% |