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 | $104,596 | $124,425-15.9% | $112,040-6.6% | $137,256-23.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.86% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,086 | $3,411+19.8% | $2,954+38.3% | $4,156-1.7% |
| Participant deferral / active EE | $14,836 | $5,718+159.4% | $5,098+191.0% | $6,407+131.6% |
| Admin fee / account holder | $599 | $15,207-96.1% | $12,098-95.0% | $12,270-95.1% |