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 | $44,264 | $97,750-54.7% | $103,464-57.2% | $145,959-69.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.28% | 25.43%-13.2pp | 23.91%-11.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,718 | $4,685-42.0% | $4,677-41.9% | $4,661-41.7% |
| Participant deferral / active EE | $4,556 | $6,603-31.0% | $6,624-31.2% | $6,689-31.9% |
| Admin fee / account holder | $13,617 | $12,515+8.8% | $9,410+44.7% | $13,398+1.6% |