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 | $31,588 | $80,968-61.0% | $96,544-67.3% | $75,163-58.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.46% | 27.06%-8.6pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,717 | $2,282+19.1% | $2,965-8.4% | $2,670+1.8% |
| Participant deferral / active EE | $2,982 | $3,928-24.1% | $4,851-38.5% | $4,125-27.7% |
| Admin fee / account holder | $5,366 | $6,724-20.2% | $8,252-35.0% | $5,651-5.0% |