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 | $41,344 | $72,492-43.0% | $87,100-52.5% | $72,985-43.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 39.00% | 24.46%+14.5pp | 28.19%+10.8pp | 81.00%-42.0pp |
| Employer contribution / active EE | $2,606 | $1,894+37.6% | $2,521+3.4% | $2,440+6.8% |
| Participant deferral / active EE | $3,340 | $3,270+2.2% | $4,049-17.5% | $3,607-7.4% |
| Admin fee / account holder | $5,057 | $5,0550% | $7,497-32.5% | $5,124-1.3% |