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 | $58,168 | $65,365-11.0% | $92,893-37.4% | $72,985-20.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.93% | 42.10%-24.2pp | 109.41%-91.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $3,448 | $2,594+32.9% | $3,653-5.6% | $2,440+41.3% |
| Participant deferral / active EE | $3,114 | $3,128-0.5% | $4,236-26.5% | $3,607-13.7% |
| Admin fee / account holder | $693 | $4,251-83.7% | $5,794-88.0% | $5,124-86.5% |