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 | $41,257 | $106,584-61.3% | $101,326-59.3% | $142,382-71.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.28% | 36.93%-15.6pp | 36.82%-15.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,525 | $3,956+14.4% | $3,665+23.4% | $4,299+5.2% |
| Participant deferral / active EE | $10,389 | $8,297+25.2% | $7,994+30.0% | $6,507+59.6% |
| Admin fee / account holder | $5,060 | $11,446-55.8% | $11,185-54.8% | $12,624-59.9% |