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 | $26,904 | $74,888-64.1% | $71,209-62.2% | $142,382-81.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 13.08% | 345.14%-332.1pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,453 | $2,854-49.1% | $2,721-46.6% | $4,299-66.2% |
| Participant deferral / active EE | $1,588 | $4,454-64.3% | $4,175-62.0% | $6,507-75.6% |
| Admin fee / account holder | $8,212 | $5,568+47.5% | $5,349+53.5% | $12,624-34.9% |