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 | $41,741 | $153,772-72.9% | $133,980-68.8% | $273,961-84.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 28.31% | 36.51%-8.2pp | 29.30%-1.0pp | 41.45%-13.1pp |
| Employer contribution / active EE | $5,006 | $6,029-17.0% | $5,211-3.9% | $4,869+2.8% |
| Participant deferral / active EE | $12,816 | $6,958+84.2% | $6,282+104.0% | $5,287+142.4% |
| Admin fee / account holder | $2,067 | $11,765-82.4% | $9,324-77.8% | $10,132-79.6% |