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 | $18,913 | $65,365-71.1% | $92,893-79.6% | $72,985-74.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.63% | 42.10%-15.5pp | 109.41%-82.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,897 | $2,594+11.7% | $3,653-20.7% | $2,440+18.7% |
| Participant deferral / active EE | $4,358 | $3,128+39.3% | $4,236+2.9% | $3,607+20.8% |
| Admin fee / account holder | $2,540 | $4,251-40.3% | $5,794-56.2% | $5,124-50.4% |