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 | $44,316 | $90,503-51.0% | $78,689-43.7% | $273,961-83.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.11% | 75.60%-60.5pp | 62.18%-47.1pp | 41.45%-26.3pp |
| Employer contribution / active EE | $8,239 | $3,176+159.4% | $2,851+189.0% | $4,869+69.2% |
| Participant deferral / active EE | $2,155 | $3,901-44.8% | $3,517-38.7% | $5,287-59.2% |
| Admin fee / account holder | $1,183 | $5,263-77.5% | $4,510-73.8% | $10,132-88.3% |