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 | $41,542 | $106,584-61.0% | $101,326-59.0% | $142,382-70.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 28.84% | 36.93%-8.1pp | 36.82%-8.0pp | 217.08%-188.2pp |
| Employer contribution / active EE | $4,554 | $3,956+15.1% | $3,665+24.3% | $4,299+5.9% |
| Participant deferral / active EE | $11,638 | $8,297+40.3% | $7,994+45.6% | $6,507+78.8% |
| Admin fee / account holder | $7,522 | $11,446-34.3% | $11,185-32.8% | $12,624-40.4% |