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 | $30,587 | $49,227-37.9% | $70,449-56.6% | $79,858-61.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.55% | 30.06%-15.5pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,139 | $2,099+49.6% | $2,737+14.7% | $2,471+27.1% |
| Participant deferral / active EE | $5,351 | $2,768+93.3% | $3,709+44.3% | $3,740+43.1% |
| Admin fee / account holder | $7,583 | $2,878+163.5% | $3,845+97.2% | $5,306+42.9% |