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 3-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 | $32,245 | $106,584-69.7% | $101,326-68.2% | $142,382-77.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.87% | 36.93%-16.1pp | 36.82%-16.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,925 | $3,956-26.1% | $3,665-20.2% | $4,299-32.0% |
| Participant deferral / active EE | $7,386 | $8,297-11.0% | $7,994-7.6% | $6,507+13.5% |
| Admin fee / account holder | $1,193 | $11,446-89.6% | $11,185-89.3% | $12,624-90.5% |