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 | $35,381 | $91,037-61.1% | $71,671-50.6% | $147,584-76.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 27.51% | 20.48%+7.0pp | 20.65%+6.9pp | 578.55%-551.0pp |
| Employer contribution / active EE | $2,340 | $3,327-29.7% | $2,460-4.9% | $4,876-52.0% |
| Participant deferral / active EE | $3,180 | $4,498-29.3% | $3,438-7.5% | $5,439-41.5% |
| Admin fee / account holder | $2,116 | $8,613-75.4% | $5,558-61.9% | $10,885-80.6% |