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 | $18,445 | $83,337-77.9% | $67,834-72.8% | $273,961-93.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.58% | 259.45%-254.9pp | 138.47%-133.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,047 | $3,287-7.3% | $2,403+26.8% | $4,869-37.4% |
| Participant deferral / active EE | $1,647 | $4,088-59.7% | $3,160-47.9% | $5,287-68.8% |
| Admin fee / account holder | $2,549 | $6,752-62.3% | $4,622-44.9% | $10,132-74.8% |