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 | $56,522 | $124,281-54.5% | $109,143-48.2% | $167,490-66.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.05% | 26.04%-11.0pp | 25.75%-10.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $4,544 | $4,207+8.0% | $3,722+22.1% | $4,837-6.1% |
| Participant deferral / active EE | $5,728 | $5,255+9.0% | $4,653+23.1% | $6,341-9.7% |
| Admin fee / account holder | $10,448 | $7,970+31.1% | $6,752+54.7% | $12,309-15.1% |