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 | $72,403 | $106,584-32.1% | $101,326-28.5% | $142,382-49.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.47% | 36.93%-14.5pp | 36.82%-14.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $5,333 | $3,956+34.8% | $3,665+45.5% | $4,299+24.0% |
| Participant deferral / active EE | $16,997 | $8,297+104.8% | $7,994+112.6% | $6,507+161.2% |
| Admin fee / account holder | $13,742 | $11,446+20.1% | $11,185+22.9% | $12,624+8.9% |