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 | $50,830 | $103,966-51.1% | $112,887-55.0% | $75,163-32.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 14.53% | 24.54%-10.0pp | 34.10%-19.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,732 | $3,870-3.6% | $4,563-18.2% | $2,670+39.8% |
| Participant deferral / active EE | $4,391 | $5,456-19.5% | $6,513-32.6% | $4,125+6.5% |
| Admin fee / account holder | $13,550 | $7,663+76.8% | $7,047+92.3% | $5,651+139.8% |