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 | $35,904 | $111,754-67.9% | $103,333-65.3% | $145,922-75.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.60% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,090 | $4,212-50.4% | $3,868-46.0% | $4,660-55.1% |
| Participant deferral / active EE | $1,630 | $5,619-71.0% | $5,057-67.8% | $6,688-75.6% |
| Admin fee / account holder | $6,162 | $9,750-36.8% | $8,355-26.2% | $13,397-54.0% |