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 | $16,204 | $106,584-84.8% | $101,326-84.0% | $142,382-88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 52.26% | 36.93%+15.3pp | 36.82%+15.4pp | 217.08%-164.8pp |
| Employer contribution / active EE | $4,568 | $3,956+15.5% | $3,665+24.6% | $4,299+6.2% |
| Participant deferral / active EE | $8,048 | $8,297-3.0% | $7,994+0.7% | $6,507+23.7% |
| Admin fee / account holder | $1,192 | $11,446-89.6% | $11,185-89.3% | $12,624-90.6% |