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 | $24,799 | $109,881-77.4% | $150,045-83.5% | $84,808-70.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,769 | $3,561-22.2% | $4,693-41.0% | $2,631+5.3% |
| Participant deferral / active EE | $3,731 | $6,636-43.8% | $7,997-53.4% | $4,212-11.4% |
| Admin fee / account holder | $2,977 | $8,568-65.3% | $13,435-77.8% | $7,344-59.5% |