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 | $78,029 | $106,584-26.8% | $101,326-23.0% | $142,382-45.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.73% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,951 | $3,956+50.4% | $3,665+62.4% | $4,299+38.4% |
| Participant deferral / active EE | $17,446 | $8,297+110.3% | $7,994+118.2% | $6,507+168.1% |
| Admin fee / account holder | $1,502 | $11,446-86.9% | $11,185-86.6% | $12,624-88.1% |