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 | $39,498 | $106,584-62.9% | $101,326-61.0% | $142,382-72.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 29.08% | 36.93%-7.8pp | 36.82%-7.7pp | 217.08%-188.0pp |
| Employer contribution / active EE | $8,017 | $3,956+102.7% | $3,665+118.7% | $4,299+86.5% |
| Participant deferral / active EE | $20,005 | $8,297+141.1% | $7,994+150.3% | $6,507+207.4% |
| Admin fee / account holder | $2,982 | $11,446-73.9% | $11,185-73.3% | $12,624-76.4% |