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 4-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 | $22,725 | $106,584-78.7% | $101,326-77.6% | $142,382-84.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.05% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,906 | $3,956-1.3% | $3,665+6.6% | $4,299-9.2% |
| Participant deferral / active EE | $7,096 | $8,297-14.5% | $7,994-11.2% | $6,507+9.1% |
| Admin fee / account holder | $16,163 | $11,446+41.2% | $11,185+44.5% | $12,624+28.0% |