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 4-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 | $23,220 | $106,584-78.2% | $101,326-77.1% | $142,382-83.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 35.42% | 36.93%-1.5pp | 36.82%-1.4pp | 217.08%-181.7pp |
| Employer contribution / active EE | $4,107 | $3,956+3.8% | $3,665+12.1% | $4,299-4.5% |
| Participant deferral / active EE | $9,715 | $8,297+17.1% | $7,994+21.5% | $6,507+49.3% |
| Admin fee / account holder | $1,320 | $11,446-88.5% | $11,185-88.2% | $12,624-89.5% |