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 | $44,311 | $106,584-58.4% | $101,326-56.3% | $142,382-68.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.72% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,275 | $3,956+8.1% | $3,665+16.6% | $4,299-0.6% |
| Participant deferral / active EE | $9,317 | $8,297+12.3% | $7,994+16.6% | $6,507+43.2% |
| Admin fee / account holder | $12,695 | $11,446+10.9% | $11,185+13.5% | $12,624+0.6% |