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 5-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 | $163,983 | $106,584+53.9% | $101,326+61.8% | $142,382+15.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.28% | 36.93%-23.6pp | 36.82%-23.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $7,000 | $3,956+77.0% | $3,665+91.0% | $4,299+62.8% |
| Participant deferral / active EE | $10,333 | $8,297+24.5% | $7,994+29.3% | $6,507+58.8% |
| Admin fee / account holder | $660 | $11,446-94.2% | $11,185-94.1% | $12,624-94.8% |