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 | $44,964 | $67,606-33.5% | $82,313-45.4% | $70,131-35.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.55% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,092 | $1,755+133.2% | $2,428+68.5% | $2,342+74.7% |
| Participant deferral / active EE | $4,633 | $2,987+55.1% | $3,706+25.0% | $3,332+39.0% |
| Admin fee / account holder | $433 | $4,512-90.4% | $5,608-92.3% | $4,645-90.7% |