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 | $48,910 | $104,664-53.3% | $85,682-42.9% | $167,490-70.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.03% | 21.45%-10.4pp | 21.49%-10.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,248 | $3,337-2.7% | $2,618+24.1% | $4,837-32.9% |
| Participant deferral / active EE | $1,365 | $4,824-71.7% | $3,923-65.2% | $6,341-78.5% |
| Admin fee / account holder | $10,616 | $10,032+5.8% | $6,873+54.5% | $12,309-13.8% |