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 | $46,794 | $106,584-56.1% | $101,326-53.8% | $142,382-67.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.38% | 36.93%-18.6pp | 36.82%-18.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,167 | $3,956+81.2% | $3,665+95.5% | $4,299+66.7% |
| Participant deferral / active EE | $9,913 | $8,297+19.5% | $7,994+24.0% | $6,507+52.3% |
| Admin fee / account holder | $24,453 | $11,446+113.6% | $11,185+118.6% | $12,624+93.7% |