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 | $32,062 | $106,584-69.9% | $101,326-68.4% | $142,382-77.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.08% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,821 | $3,956-28.7% | $3,665-23.0% | $4,299-34.4% |
| Participant deferral / active EE | $4,759 | $8,297-42.6% | $7,994-40.5% | $6,507-26.9% |
| Admin fee / account holder | $641 | $11,446-94.4% | $11,185-94.3% | $12,624-94.9% |