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 | $56,565 | $106,584-46.9% | $101,326-44.2% | $142,382-60.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.11% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,663 | $3,956-32.7% | $3,665-27.4% | $4,299-38.1% |
| Participant deferral / active EE | $9,700 | $8,297+16.9% | $7,994+21.3% | $6,507+49.1% |
| Admin fee / account holder | $3,724 | $11,446-67.5% | $11,185-66.7% | $12,624-70.5% |