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 | $13,791 | $105,931-87.0% | $81,930-83.2% | $158,922-91.3% |
| 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 | $959 | $7,800-87.7% | $4,310-77.7% | $4,761-79.9% |
| Participant deferral / active EE | $2,376 | $13,003-81.7% | $7,107-66.6% | $5,982-60.3% |
| Admin fee / account holder | $1,945 | $8,489-77.1% | $5,158-62.3% | $11,246-82.7% |