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 | $13,536 | $106,584-87.3% | $101,326-86.6% | $142,382-90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 27.57% | 36.93%-9.4pp | 36.82%-9.2pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,466 | $3,956-62.9% | $3,665-60.0% | $4,299-65.9% |
| Participant deferral / active EE | $9,541 | $8,297+15.0% | $7,994+19.4% | $6,507+46.6% |
| Admin fee / account holder | $943 | $11,446-91.8% | $11,185-91.6% | $12,624-92.5% |