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 8-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 | $92,212 | $106,584-13.5% | $101,326-9.0% | $142,382-35.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.30% | 36.93%-15.6pp | 36.82%-15.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,043 | $3,956-23.1% | $3,665-17.0% | $4,299-29.2% |
| Participant deferral / active EE | $13,052 | $8,297+57.3% | $7,994+63.3% | $6,507+100.6% |
| Admin fee / account holder | $763 | $11,446-93.3% | $11,185-93.2% | $12,624-94.0% |