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 | $16,224 | $106,584-84.8% | $101,326-84.0% | $142,382-88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.50% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,729 | $3,956+70.1% | $3,665+83.6% | $4,299+56.5% |
| Participant deferral / active EE | $8,243 | $8,297-0.7% | $7,994+3.1% | $6,507+26.7% |
| Admin fee / account holder | $5,420 | $11,446-52.6% | $11,185-51.5% | $12,624-57.1% |