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 | $54,040 | $110,261-51.0% | $95,745-43.6% | $139,434-61.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.74% | 27.11%-9.4pp | 28.35%-10.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,639 | $3,257-49.7% | $2,835-42.2% | $4,751-65.5% |
| Participant deferral / active EE | $1,662 | $4,676-64.5% | $4,245-60.9% | $6,710-75.2% |
| Admin fee / account holder | $3,868 | $6,613-41.5% | $5,678-31.9% | $11,403-66.1% |