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 | $51,811 | $106,584-51.4% | $101,326-48.9% | $142,382-63.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 38.51% | 36.93%+1.6pp | 36.82%+1.7pp | 217.08%-178.6pp |
| Employer contribution / active EE | $9,402 | $3,956+137.7% | $3,665+156.5% | $4,299+118.7% |
| Participant deferral / active EE | $19,587 | $8,297+136.1% | $7,994+145.0% | $6,507+201.0% |
| Admin fee / account holder | $2,382 | $11,446-79.2% | $11,185-78.7% | $12,624-81.1% |