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 | $32,468 | $106,584-69.5% | $101,326-68.0% | $142,382-77.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.92% | 36.93%-13.0pp | 36.82%-12.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,615 | $3,956+16.7% | $3,665+25.9% | $4,299+7.4% |
| Participant deferral / active EE | $11,781 | $8,297+42.0% | $7,994+47.4% | $6,507+81.1% |
| Admin fee / account holder | $1,539 | $11,446-86.6% | $11,185-86.2% | $12,624-87.8% |