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 | $37,888 | $106,584-64.5% | $101,326-62.6% | $142,382-73.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.93% | 36.93%-10.0pp | 36.82%-9.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $8,578 | $3,956+116.8% | $3,665+134.0% | $4,299+99.5% |
| Participant deferral / active EE | $18,720 | $8,297+125.6% | $7,994+134.2% | $6,507+187.7% |
| Admin fee / account holder | $13,533 | $11,446+18.2% | $11,185+21.0% | $12,624+7.2% |