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 4-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 | $84,042 | $106,584-21.1% | $101,326-17.1% | $142,382-41.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.94% | 36.93%-11.0pp | 36.82%-10.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $608 | $3,956-84.6% | $3,665-83.4% | $4,299-85.9% |
| Participant deferral / active EE | $30,686 | $8,297+269.8% | $7,994+283.9% | $6,507+371.6% |
| Admin fee / account holder | $467 | $11,446-95.9% | $11,185-95.8% | $12,624-96.3% |