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 | $41,374 | $94,752-56.3% | $112,887-63.3% | $139,434-70.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 19.69% | 40.88%-21.2pp | 34.10%-14.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,985 | $4,625-13.8% | $4,563-12.7% | $4,751-16.1% |
| Participant deferral / active EE | $5,813 | $6,512-10.7% | $6,513-10.7% | $6,710-13.4% |
| Admin fee / account holder | $5,208 | $8,527-38.9% | $7,047-26.1% | $11,403-54.3% |