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 | $22,117 | $211,958-89.6% | $169,463-86.9% | $135,375-83.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 13.57% | 3.26%+10.3pp | 1.83%+11.7pp | 519.73%-506.2pp |
| Employer contribution / active EE | $2,327 | $5,120-54.5% | $4,159-44.0% | $4,779-51.3% |
| Participant deferral / active EE | $2,377 | $6,075-60.9% | $5,277-55.0% | $5,609-57.6% |
| Admin fee / account holder | $4,306 | $11,471-62.5% | $9,109-52.7% | $10,827-60.2% |