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 | $58,742 | $69,207-15.1% | $64,056-8.3% | $139,434-57.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.53% | 45.88%-25.4pp | 33.69%-13.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,318 | $3,182-27.2% | $2,747-15.6% | $4,751-51.2% |
| Participant deferral / active EE | $2,539 | $4,682-45.8% | $3,880-34.6% | $6,710-62.2% |
| Admin fee / account holder | $2,948 | $4,244-30.5% | $3,068-3.9% | $11,403-74.1% |