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 7-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 | $21,402 | $127,065-83.2% | $113,168-81.1% | $142,382-85.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.01% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,772 | $3,442-48.5% | $2,975-40.4% | $4,299-58.8% |
| Participant deferral / active EE | $1,902 | $5,716-66.7% | $5,107-62.8% | $6,507-70.8% |
| Admin fee / account holder | $1,998 | $15,736-87.3% | $12,068-83.4% | $12,624-84.2% |