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 5-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 | $55,388 | $106,584-48.0% | $101,326-45.3% | $142,382-61.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.97% | 36.93%-23.0pp | 36.82%-22.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,690 | $3,956+43.8% | $3,665+55.3% | $4,299+32.4% |
| Participant deferral / active EE | $13,891 | $8,297+67.4% | $7,994+73.8% | $6,507+113.5% |
| Admin fee / account holder | $1,963 | $11,446-82.8% | $11,185-82.4% | $12,624-84.4% |