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 | $17,917 | $99,341-82.0% | $84,750-78.9% | $273,961-93.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.23% | 22.93%-9.7pp | 22.78%-9.5pp | 41.45%-28.2pp |
| Employer contribution / active EE | $2,529 | $4,214-40.0% | $3,574-29.2% | $4,869-48.1% |
| Participant deferral / active EE | $10,654 | $4,269+149.5% | $3,712+187.0% | $5,287+101.5% |
| Admin fee / account holder | $1,293 | $6,644-80.5% | $5,332-75.8% | $10,132-87.2% |