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 | $60,618 | $107,452-43.6% | $91,541-33.8% | $142,382-57.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.09% | 22.06%-12.0pp | 20.50%-10.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,744 | $2,994-41.7% | $2,505-30.4% | $4,299-59.4% |
| Participant deferral / active EE | $2,610 | $4,754-45.1% | $4,008-34.9% | $6,507-59.9% |
| Admin fee / account holder | $491 | $8,834-94.4% | $6,956-92.9% | $12,624-96.1% |