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 | $45,506 | $106,584-57.3% | $101,326-55.1% | $142,382-68.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 28.51% | 36.93%-8.4pp | 36.82%-8.3pp | 217.08%-188.6pp |
| Employer contribution / active EE | $4,106 | $3,956+3.8% | $3,665+12.0% | $4,299-4.5% |
| Participant deferral / active EE | $13,322 | $8,297+60.6% | $7,994+66.7% | $6,507+104.7% |
| Admin fee / account holder | $2,258 | $11,446-80.3% | $11,185-79.8% | $12,624-82.1% |