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 | $35,703 | $106,584-66.5% | $101,326-64.8% | $142,382-74.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.30% | 36.93%-10.6pp | 36.82%-10.5pp | 217.08%-190.8pp |
| Employer contribution / active EE | $8,661 | $3,956+118.9% | $3,665+136.3% | $4,299+101.5% |
| Participant deferral / active EE | $17,189 | $8,297+107.2% | $7,994+115.0% | $6,507+164.2% |
| Admin fee / account holder | $25,189 | $11,446+120.1% | $11,185+125.2% | $12,624+99.5% |