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 | $43,942 | $80,968-45.7% | $96,544-54.5% | $75,163-41.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.19% | 27.06%-7.9pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,592 | $2,282-30.2% | $2,965-46.3% | $2,670-40.4% |
| Participant deferral / active EE | $3,892 | $3,928-0.9% | $4,851-19.8% | $4,125-5.6% |
| Admin fee / account holder | $6,618 | $6,724-1.6% | $8,252-19.8% | $5,651+17.1% |