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 | $55,399 | $117,381-52.8% | $99,443-44.3% | $152,861-63.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.89% | 31.87%-11.0pp | 30.72%-9.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,479 | $3,013-17.7% | $2,540-2.4% | $4,762-48.0% |
| Participant deferral / active EE | $3,278 | $4,086-19.8% | $3,619-9.4% | $5,850-44.0% |
| Admin fee / account holder | $7,102 | $7,631-6.9% | $6,250+13.6% | $11,596-38.8% |