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 | $45,593 | $106,584-57.2% | $101,326-55.0% | $142,382-68.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.22% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,662 | $3,956-58.0% | $3,665-54.6% | $4,299-61.3% |
| Participant deferral / active EE | $4,412 | $8,297-46.8% | $7,994-44.8% | $6,507-32.2% |
| Admin fee / account holder | $2,400 | $11,446-79.0% | $11,185-78.5% | $12,624-81.0% |