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 | $24,641 | $106,584-76.9% | $101,326-75.7% | $142,382-82.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.27% | 36.93%-15.7pp | 36.82%-15.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,268 | $3,956-42.7% | $3,665-38.1% | $4,299-47.2% |
| Participant deferral / active EE | $5,997 | $8,297-27.7% | $7,994-25.0% | $6,507-7.8% |
| Admin fee / account holder | $1,110 | $11,446-90.3% | $11,185-90.1% | $12,624-91.2% |