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 6-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 | $23,701 | $99,341-76.1% | $84,750-72.0% | $273,961-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.75% | 22.93%-7.2pp | 22.78%-7.0pp | 41.45%-25.7pp |
| Employer contribution / active EE | $5,007 | $4,214+18.8% | $3,574+40.1% | $4,869+2.8% |
| Participant deferral / active EE | $8,502 | $4,269+99.1% | $3,712+129.1% | $5,287+60.8% |
| Admin fee / account holder | $1,160 | $6,644-82.5% | $5,332-78.2% | $10,132-88.5% |