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 9-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 | $23,160 | $106,584-78.3% | $101,326-77.1% | $142,382-83.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.69% | 36.93%-17.2pp | 36.82%-17.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,225 | $3,956-18.5% | $3,665-12.0% | $4,299-25.0% |
| Participant deferral / active EE | $5,206 | $8,297-37.3% | $7,994-34.9% | $6,507-20.0% |
| Admin fee / account holder | $3,400 | $11,446-70.3% | $11,185-69.6% | $12,624-73.1% |