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 | $54,387 | $106,584-49.0% | $101,326-46.3% | $142,382-61.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.68% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,265 | $3,956+33.1% | $3,665+43.6% | $4,299+22.5% |
| Participant deferral / active EE | $13,145 | $8,297+58.4% | $7,994+64.4% | $6,507+102.0% |
| Admin fee / account holder | $7,532 | $11,446-34.2% | $11,185-32.7% | $12,624-40.3% |