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 | $27,897 | $87,166-68.0% | $76,735-63.6% | $137,256-79.7% |
| Participation rate | 93.3% | 74.4%+19.0pp | 69.5%+23.8pp | 80.0%+13.4pp |
| Annual return | 19.08% | 26.50%-7.4pp | 29.77%-10.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,623 | $2,904-9.7% | $2,454+6.9% | $4,156-36.9% |
| Participant deferral / active EE | $4,045 | $4,726-14.4% | $4,088-1.1% | $6,407-36.9% |
| Admin fee / account holder | $752 | $8,403-91.1% | $7,189-89.5% | $12,270-93.9% |