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 4-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 | $78,237 | $106,584-26.6% | $101,326-22.8% | $142,382-45.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.23% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,785 | $3,956+71.5% | $3,665+85.1% | $4,299+57.8% |
| Participant deferral / active EE | $14,078 | $8,297+69.7% | $7,994+76.1% | $6,507+116.3% |
| Admin fee / account holder | $10,974 | $11,446-4.1% | $11,185-1.9% | $12,624-13.1% |