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 4-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 | $28,989 | $127,065-77.2% | $113,168-74.4% | $142,382-79.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.30% | 24.03%-4.7pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,928 | $3,442-14.9% | $2,975-1.6% | $4,299-31.9% |
| Participant deferral / active EE | $6,088 | $5,716+6.5% | $5,107+19.2% | $6,507-6.4% |
| Admin fee / account holder | $15,131 | $15,736-3.8% | $12,068+25.4% | $12,624+19.9% |