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 | $15,228 | $106,584-85.7% | $101,326-85.0% | $142,382-89.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.26% | 36.93%-13.7pp | 36.82%-13.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,570 | $3,956-9.7% | $3,665-2.6% | $4,299-16.9% |
| Participant deferral / active EE | $4,558 | $8,297-45.1% | $7,994-43.0% | $6,507-30.0% |
| Admin fee / account holder | $459 | $11,446-96.0% | $11,185-95.9% | $12,624-96.4% |