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 | $27,758 | $124,425-77.7% | $112,040-75.2% | $137,256-79.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.77% | 24.72%-1.9pp | 24.52%-1.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $4,457 | $3,411+30.7% | $2,954+50.9% | $4,156+7.2% |
| Participant deferral / active EE | $10,262 | $5,718+79.5% | $5,098+101.3% | $6,407+60.2% |
| Admin fee / account holder | $8,348 | $15,207-45.1% | $12,098-31.0% | $12,270-32.0% |