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 | $85,389 | $106,584-19.9% | $101,326-15.7% | $142,382-40.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.55% | 36.93%-14.4pp | 36.82%-14.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $10,293 | $3,956+160.2% | $3,665+180.8% | $4,299+139.4% |
| Participant deferral / active EE | $17,577 | $8,297+111.8% | $7,994+119.9% | $6,507+170.1% |
| Admin fee / account holder | $11,911 | $11,446+4.1% | $11,185+6.5% | $12,624-5.6% |