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 | $54,645 | $99,918-45.3% | $81,382-32.9% | $145,922-62.6% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.5%+23.4pp | 80.3%+12.6pp |
| Annual return | 13.20% | 34.32%-21.1pp | 24.73%-11.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,891 | $2,978-2.9% | $2,463+17.4% | $4,660-38.0% |
| Participant deferral / active EE | $10,918 | $4,605+137.1% | $3,883+181.2% | $6,688+63.3% |
| Admin fee / account holder | $3,878 | $8,212-52.8% | $5,768-32.8% | $13,397-71.0% |