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 8-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 | $75,481 | $106,584-29.2% | $101,326-25.5% | $142,382-47.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.65% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,231 | $3,956+6.9% | $3,665+15.4% | $4,299-1.6% |
| Participant deferral / active EE | $8,915 | $8,297+7.5% | $7,994+11.5% | $6,507+37.0% |
| Admin fee / account holder | $1,350 | $11,446-88.2% | $11,185-87.9% | $12,624-89.3% |