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 6-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 | $16,400 | $106,584-84.6% | $101,326-83.8% | $142,382-88.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.23% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,128 | $3,956-71.5% | $3,665-69.2% | $4,299-73.8% |
| Participant deferral / active EE | $3,023 | $8,297-63.6% | $7,994-62.2% | $6,507-53.5% |
| Admin fee / account holder | $474 | $11,446-95.9% | $11,185-95.8% | $12,624-96.2% |