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 | $67,110 | $106,584-37.0% | $101,326-33.8% | $142,382-52.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.93% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,888 | $3,956+99.4% | $3,665+115.2% | $4,299+83.5% |
| Participant deferral / active EE | $15,201 | $8,297+83.2% | $7,994+90.2% | $6,507+133.6% |
| Admin fee / account holder | $6,056 | $11,446-47.1% | $11,185-45.9% | $12,624-52.0% |