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 7-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 | $65,776 | $106,584-38.3% | $101,326-35.1% | $142,382-53.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.52% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,918 | $3,956-1.0% | $3,665+6.9% | $4,299-8.9% |
| Participant deferral / active EE | $8,638 | $8,297+4.1% | $7,994+8.1% | $6,507+32.7% |
| Admin fee / account holder | $6,342 | $11,446-44.6% | $11,185-43.3% | $12,624-49.8% |