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 | $45,051 | $105,931-57.5% | $81,930-45.0% | $158,922-71.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.66% | 38.17%-27.5pp | 29.49%-18.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,433 | $7,800-81.6% | $4,310-66.8% | $4,761-69.9% |
| Participant deferral / active EE | $4,230 | $13,003-67.5% | $7,107-40.5% | $5,982-29.3% |
| Admin fee / account holder | $4,170 | $8,489-50.9% | $5,158-19.2% | $11,246-62.9% |