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 5-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 | $25,596 | $106,584-76.0% | $101,326-74.7% | $142,382-82.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.53% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,030 | $3,956-23.4% | $3,665-17.3% | $4,299-29.5% |
| Participant deferral / active EE | $4,759 | $8,297-42.6% | $7,994-40.5% | $6,507-26.9% |
| Admin fee / account holder | $11,409 | $11,446-0.3% | $11,185+2.0% | $12,624-9.6% |