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 | $42,193 | $85,022-50.4% | $70,515-40.2% | $139,434-69.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.10% | 30.38%-13.3pp | 32.77%-15.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,979 | $3,909+1.8% | $2,973+33.8% | $4,751-16.2% |
| Participant deferral / active EE | $7,657 | $5,890+30.0% | $4,567+67.7% | $6,710+14.1% |
| Admin fee / account holder | $9,915 | $8,906+11.3% | $6,412+54.6% | $11,403-13.0% |