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 | $49,971 | $149,734-66.6% | $118,925-58.0% | $158,922-68.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.56% | 19.95%+0.6pp | 35.88%-15.3pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,288 | $4,115-20.1% | $3,263+0.8% | $4,761-30.9% |
| Participant deferral / active EE | $3,829 | $5,223-26.7% | $4,265-10.2% | $5,982-36.0% |
| Admin fee / account holder | $8,159 | $8,603-5.2% | $6,581+24.0% | $11,246-27.4% |