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 3-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 | $35,008 | $106,584-67.2% | $101,326-65.4% | $142,382-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.46% | 36.93%-14.5pp | 36.82%-14.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $5,272 | $3,956+33.3% | $3,665+43.8% | $4,299+22.6% |
| Participant deferral / active EE | $12,355 | $8,297+48.9% | $7,994+54.6% | $6,507+89.9% |
| Admin fee / account holder | $10,086 | $11,446-11.9% | $11,185-9.8% | $12,624-20.1% |