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 | $115,725 | $124,425-7.0% | $112,040+3.3% | $137,256-15.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.64% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,134 | $3,411-8.1% | $2,954+6.1% | $4,156-24.6% |
| Participant deferral / active EE | $15,856 | $5,718+177.3% | $5,098+211.0% | $6,407+147.5% |
| Admin fee / account holder | $687 | $15,207-95.5% | $12,098-94.3% | $12,270-94.4% |