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 | $38,597 | $106,584-63.8% | $101,326-61.9% | $142,382-72.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.92% | 36.93%-15.0pp | 36.82%-14.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $7,103 | $3,956+79.6% | $3,665+93.8% | $4,299+65.2% |
| Participant deferral / active EE | $15,465 | $8,297+86.4% | $7,994+93.5% | $6,507+137.7% |
| Admin fee / account holder | $9,067 | $11,446-20.8% | $11,185-18.9% | $12,624-28.2% |