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 | $44,586 | $228,332-80.5% | $185,823-76.0% | $158,922-71.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.99% | 40.80%-29.8pp | 35.95%-25.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,072 | $4,967-38.2% | $4,087-24.9% | $4,761-35.5% |
| Participant deferral / active EE | $6,505 | $6,415+1.4% | $5,632+15.5% | $5,982+8.7% |
| Admin fee / account holder | $12,526 | $11,864+5.6% | $9,500+31.9% | $11,246+11.4% |