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 | $10,953 | $106,584-89.7% | $101,326-89.2% | $142,382-92.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.62% | 36.93%-11.3pp | 36.82%-11.2pp | 217.08%-191.5pp |
| Employer contribution / active EE | $4,644 | $3,956+17.4% | $3,665+26.7% | $4,299+8.0% |
| Participant deferral / active EE | $7,892 | $8,297-4.9% | $7,994-1.3% | $6,507+21.3% |
| Admin fee / account holder | $1,951 | $11,446-83.0% | $11,185-82.6% | $12,624-84.5% |