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 7-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 | $17,640 | $106,584-83.4% | $101,326-82.6% | $142,382-87.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.52% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,795 | $3,956+21.2% | $3,665+30.8% | $4,299+11.5% |
| Participant deferral / active EE | $9,056 | $8,297+9.1% | $7,994+13.3% | $6,507+39.2% |
| Admin fee / account holder | $6,082 | $11,446-46.9% | $11,185-45.6% | $12,624-51.8% |