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 | $44,503 | $114,381-61.1% | $107,525-58.6% | $142,382-68.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.57% | 242.71%-223.1pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,290 | $4,015+6.9% | $3,754+14.3% | $4,299-0.2% |
| Participant deferral / active EE | $9,666 | $5,564+73.7% | $5,116+88.9% | $6,507+48.5% |
| Admin fee / account holder | $4,152 | $9,860-57.9% | $8,919-53.4% | $12,624-67.1% |