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 | $11,555 | $106,584-89.2% | $101,326-88.6% | $142,382-91.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.36% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,203 | $3,956+6.2% | $3,665+14.7% | $4,299-2.2% |
| Participant deferral / active EE | $6,896 | $8,297-16.9% | $7,994-13.7% | $6,507+6.0% |
| Admin fee / account holder | $3,905 | $11,446-65.9% | $11,185-65.1% | $12,624-69.1% |