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 | $48,670 | $106,584-54.3% | $101,326-52.0% | $142,382-65.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.00% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $785 | $3,956-80.2% | $3,665-78.6% | $4,299-81.7% |
| Participant deferral / active EE | $6,004 | $8,297-27.6% | $7,994-24.9% | $6,507-7.7% |
| Admin fee / account holder | $1,686 | $11,446-85.3% | $11,185-84.9% | $12,624-86.6% |