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 | $30,133 | $107,452-72.0% | $91,541-67.1% | $142,382-78.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.64% | 22.06%-1.4pp | 20.50%+0.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,519 | $2,994-15.9% | $2,505+0.6% | $4,299-41.4% |
| Participant deferral / active EE | $3,904 | $4,754-17.9% | $4,008-2.6% | $6,507-40.0% |
| Admin fee / account holder | $872 | $8,834-90.1% | $6,956-87.5% | $12,624-93.1% |