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 | $45,194 | $90,503-50.1% | $78,689-42.6% | $273,961-83.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.77% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $15,158 | $3,176+377.3% | $2,851+431.7% | $4,869+211.3% |
| Participant deferral / active EE | $9,350 | $3,901+139.7% | $3,517+165.9% | $5,287+76.8% |
| Admin fee / account holder | $1,288 | $5,263-75.5% | $4,510-71.4% | $10,132-87.3% |