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 | $37,820 | $106,584-64.5% | $101,326-62.7% | $142,382-73.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.12% | 36.93%-14.8pp | 36.82%-14.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,735 | $3,956+19.7% | $3,665+29.2% | $4,299+10.1% |
| Participant deferral / active EE | $8,612 | $8,297+3.8% | $7,994+7.7% | $6,507+32.3% |
| Admin fee / account holder | $2,370 | $11,446-79.3% | $11,185-78.8% | $12,624-81.2% |