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 | $49,368 | $106,584-53.7% | $101,326-51.3% | $142,382-65.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.37% | 36.93%-16.6pp | 36.82%-16.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,813 | $3,956-3.6% | $3,665+4.0% | $4,299-11.3% |
| Participant deferral / active EE | $4,511 | $8,297-45.6% | $7,994-43.6% | $6,507-30.7% |
| Admin fee / account holder | $325 | $11,446-97.2% | $11,185-97.1% | $12,624-97.4% |