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 | $127,065-78.2% | $113,168-75.5% | $142,382-80.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.77% | 24.03%-1.3pp | 24.27%-1.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,457 | $3,442+29.5% | $2,975+49.8% | $4,299+3.7% |
| Participant deferral / active EE | $10,262 | $5,716+79.5% | $5,107+100.9% | $6,507+57.7% |
| Admin fee / account holder | $8,348 | $15,736-47.0% | $12,068-30.8% | $12,624-33.9% |