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 6-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 | $129,657 | $201,272-35.6% | $184,203-29.6% | $145,922-11.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.49% | 29.00%-4.5pp | 28.81%-4.3pp | 561.29%-536.8pp |
| Employer contribution / active EE | $1,758 | $7,022-75.0% | $6,427-72.7% | $4,660-62.3% |
| Participant deferral / active EE | $15,715 | $9,806+60.3% | $9,131+72.1% | $6,688+135.0% |
| Admin fee / account holder | $17,226 | $16,364+5.3% | $13,901+23.9% | $13,397+28.6% |