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 | $24,204 | $127,386-81.0% | $115,037-79.0% | $125,391-80.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.24% | 31.28%-25.0pp | 26.14%-19.9pp | 282.22%-276.0pp |
| Employer contribution / active EE | $1,351 | $5,166-73.8% | $4,608-70.7% | $4,866-72.2% |
| Participant deferral / active EE | $3,184 | $6,423-50.4% | $6,026-47.2% | $5,352-40.5% |
| Admin fee / account holder | $3,875 | $9,516-59.3% | $8,175-52.6% | $9,540-59.4% |