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 | $67,145 | $106,584-37.0% | $101,326-33.7% | $142,382-52.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 42.39% | 36.93%+5.5pp | 36.82%+5.6pp | 217.08%-174.7pp |
| Employer contribution / active EE | $7,684 | $3,956+94.2% | $3,665+109.6% | $4,299+78.7% |
| Participant deferral / active EE | $16,133 | $8,297+94.4% | $7,994+101.8% | $6,507+147.9% |
| Admin fee / account holder | $5,526 | $11,446-51.7% | $11,185-50.6% | $12,624-56.2% |