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 | $51,276 | $106,584-51.9% | $101,326-49.4% | $142,382-64.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.98% | 36.93%-12.9pp | 36.82%-12.8pp | 217.08%-193.1pp |
| Employer contribution / active EE | $7,704 | $3,956+94.7% | $3,665+110.2% | $4,299+79.2% |
| Participant deferral / active EE | $9,625 | $8,297+16.0% | $7,994+20.4% | $6,507+47.9% |
| Admin fee / account holder | $1,152 | $11,446-89.9% | $11,185-89.7% | $12,624-90.9% |