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 | $15,648 | $106,584-85.3% | $101,326-84.6% | $142,382-89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.24% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,389 | $3,956-64.9% | $3,665-62.1% | $4,299-67.7% |
| Participant deferral / active EE | $2,278 | $8,297-72.6% | $7,994-71.5% | $6,507-65.0% |
| Admin fee / account holder | $9,019 | $11,446-21.2% | $11,185-19.4% | $12,624-28.6% |