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 | $35,858 | $106,584-66.4% | $101,326-64.6% | $142,382-74.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.19% | 36.93%-13.7pp | 36.82%-13.6pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,905 | $3,956-1.3% | $3,665+6.5% | $4,299-9.2% |
| Participant deferral / active EE | $8,156 | $8,297-1.7% | $7,994+2.0% | $6,507+25.3% |
| Admin fee / account holder | $2,439 | $11,446-78.7% | $11,185-78.2% | $12,624-80.7% |