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 9-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 | $34,907 | $106,584-67.2% | $101,326-65.5% | $142,382-75.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.82% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,242 | $3,956-68.6% | $3,665-66.1% | $4,299-71.1% |
| Participant deferral / active EE | $2,249 | $8,297-72.9% | $7,994-71.9% | $6,507-65.4% |
| Admin fee / account holder | $12,342 | $11,446+7.8% | $11,185+10.3% | $12,624-2.2% |