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 4-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 | $123,496 | $106,584+15.9% | $101,326+21.9% | $142,382-13.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.07% | 36.93%-13.9pp | 36.82%-13.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,955 | $3,956-50.6% | $3,665-46.7% | $4,299-54.5% |
| Participant deferral / active EE | $8,903 | $8,297+7.3% | $7,994+11.4% | $6,507+36.8% |
| Admin fee / account holder | $30,063 | $11,446+162.6% | $11,185+168.8% | $12,624+138.1% |