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 | $47,198 | $165,335-71.5% | $149,696-68.5% | $158,922-70.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.55% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,950 | $5,103-42.2% | $4,644-36.5% | $4,761-38.0% |
| Participant deferral / active EE | $5,200 | $7,181-27.6% | $6,842-24.0% | $5,982-13.1% |
| Admin fee / account holder | $1,754 | $10,807-83.8% | $9,309-81.2% | $11,246-84.4% |