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 | $37,700 | $161,352-76.6% | $134,172-71.9% | $137,256-72.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.17% | 28.72%-16.5pp | 25.30%-13.1pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,267 | $4,099-20.3% | $3,420-4.5% | $4,156-21.4% |
| Participant deferral / active EE | $1,611 | $5,552-71.0% | $4,690-65.7% | $6,407-74.9% |
| Admin fee / account holder | $8,428 | $15,028-43.9% | $12,016-29.9% | $12,270-31.3% |