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 | $52,948 | $114,381-53.7% | $107,525-50.8% | $142,382-62.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.35% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,112 | $4,015-22.5% | $3,754-17.1% | $4,299-27.6% |
| Participant deferral / active EE | $7,856 | $5,564+41.2% | $5,116+53.6% | $6,507+20.7% |
| Admin fee / account holder | $1,819 | $9,860-81.6% | $8,919-79.6% | $12,624-85.6% |