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 | $59,302 | $106,584-44.4% | $101,326-41.5% | $142,382-58.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.27% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,792 | $3,956-29.4% | $3,665-23.8% | $4,299-35.1% |
| Participant deferral / active EE | $11,026 | $8,297+32.9% | $7,994+37.9% | $6,507+69.4% |
| Admin fee / account holder | $102,906 | $11,446+799.0% | $11,185+820.0% | $12,624+715.2% |