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 5-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 | $70,939 | $106,584-33.4% | $101,326-30.0% | $142,382-50.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.28% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,538 | $3,956+40.0% | $3,665+51.1% | $4,299+28.8% |
| Participant deferral / active EE | $10,738 | $8,297+29.4% | $7,994+34.3% | $6,507+65.0% |
| Admin fee / account holder | $1,134 | $11,446-90.1% | $11,185-89.9% | $12,624-91.0% |