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 | $63,153 | $106,584-40.7% | $101,326-37.7% | $142,382-55.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.18% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,409 | $3,956+36.7% | $3,665+47.6% | $4,299+25.8% |
| Participant deferral / active EE | $10,833 | $8,297+30.6% | $7,994+35.5% | $6,507+66.5% |
| Admin fee / account holder | $8,198 | $11,446-28.4% | $11,185-26.7% | $12,624-35.1% |