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 | $15,492 | $106,584-85.5% | $101,326-84.7% | $142,382-89.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.03% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,490 | $3,956-62.3% | $3,665-59.4% | $4,299-65.3% |
| Participant deferral / active EE | $2,586 | $8,297-68.8% | $7,994-67.7% | $6,507-60.3% |
| Admin fee / account holder | $1,078 | $11,446-90.6% | $11,185-90.4% | $12,624-91.5% |