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 | $23,248 | $89,698-74.1% | $103,476-77.5% | $80,856-71.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 15.10% | 22.78%-7.7pp | 23.90%-8.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,265 | $4,018-43.6% | $4,672-51.5% | $2,755-17.8% |
| Participant deferral / active EE | $3,001 | $5,456-45.0% | $6,623-54.7% | $4,296-30.1% |
| Admin fee / account holder | $1,412 | $6,768-79.1% | $9,413-85.0% | $6,918-79.6% |