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 | $64,808 | $106,584-39.2% | $101,326-36.0% | $142,382-54.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.35% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $8,466 | $3,956+114.0% | $3,665+131.0% | $4,299+96.9% |
| Participant deferral / active EE | $10,200 | $8,297+22.9% | $7,994+27.6% | $6,507+56.7% |
| Admin fee / account holder | $2,447 | $11,446-78.6% | $11,185-78.1% | $12,624-80.6% |