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 | $44,214 | $115,882-61.8% | $100,516-56.0% | $158,922-72.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.29% | 34.79%-21.5pp | 30.89%-17.6pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,468 | $4,103-64.2% | $3,418-57.0% | $4,761-69.2% |
| Participant deferral / active EE | $3,707 | $6,674-44.5% | $6,270-40.9% | $5,982-38.0% |
| Admin fee / account holder | $434 | $10,995-96.1% | $8,081-94.6% | $11,246-96.1% |