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 10-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 | $43,598 | $115,882-62.4% | $100,516-56.6% | $158,922-72.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.99% | 34.79%-22.8pp | 30.89%-18.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,840 | $4,103-30.8% | $3,418-16.9% | $4,761-40.3% |
| Participant deferral / active EE | $4,085 | $6,674-38.8% | $6,270-34.8% | $5,982-31.7% |
| Admin fee / account holder | $2,094 | $10,995-81.0% | $8,081-74.1% | $11,246-81.4% |