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 | $42,653 | $210,408-79.7% | $153,485-72.2% | $145,922-70.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.95% | 13.37%-4.4pp | 15.65%-6.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,183 | $6,048-63.9% | $5,039-56.7% | $4,660-53.2% |
| Participant deferral / active EE | $2,365 | $7,975-70.3% | $6,757-65.0% | $6,688-64.6% |
| Admin fee / account holder | $1,801 | $19,419-90.7% | $12,724-85.8% | $13,397-86.6% |