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 | $56,899 | $133,922-57.5% | $116,228-51.0% | $142,382-60.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.41% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,153 | $3,446-8.5% | $2,994+5.3% | $4,299-26.7% |
| Participant deferral / active EE | $8,110 | $5,672+43.0% | $4,953+63.7% | $6,507+24.6% |
| Admin fee / account holder | $718 | $14,945-95.2% | $11,989-94.0% | $12,624-94.3% |