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 5-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 | $115,591 | $106,584+8.5% | $101,326+14.1% | $142,382-18.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.10% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,743 | $3,956-5.4% | $3,665+2.1% | $4,299-12.9% |
| Participant deferral / active EE | $6,513 | $8,297-21.5% | $7,994-18.5% | $6,507+0.1% |
| Admin fee / account holder | $300 | $11,446-97.4% | $11,185-97.3% | $12,624-97.6% |