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 | $22,628 | $46,553-51.4% | $64,056-64.7% | $75,163-69.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.16% | 26.03%-7.9pp | 33.69%-15.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,755 | $1,974+90.2% | $2,747+36.7% | $2,670+40.6% |
| Participant deferral / active EE | $3,067 | $2,837+8.1% | $3,880-20.9% | $4,125-25.6% |
| Admin fee / account holder | $4,157 | $2,952+40.8% | $3,068+35.5% | $5,651-26.4% |