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 | $36,858 | $106,584-65.4% | $101,326-63.6% | $142,382-74.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.90% | 36.93%-13.0pp | 36.82%-12.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,248 | $3,956+7.4% | $3,665+15.9% | $4,299-1.2% |
| Participant deferral / active EE | $9,795 | $8,297+18.1% | $7,994+22.5% | $6,507+50.5% |
| Admin fee / account holder | $1,701 | $11,446-85.1% | $11,185-84.8% | $12,624-86.5% |