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 | $79,225 | $106,584-25.7% | $101,326-21.8% | $142,382-44.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.49% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,366 | $3,956-14.9% | $3,665-8.2% | $4,299-21.7% |
| Participant deferral / active EE | $9,825 | $8,297+18.4% | $7,994+22.9% | $6,507+51.0% |
| Admin fee / account holder | $63,730 | $11,446+456.8% | $11,185+469.8% | $12,624+404.8% |