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 | $52,503 | $105,931-50.4% | $81,930-35.9% | $158,922-67.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 11.31% | 38.17%-26.9pp | 29.49%-18.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,355 | $7,800-82.6% | $4,310-68.6% | $4,761-71.5% |
| Participant deferral / active EE | $2,902 | $13,003-77.7% | $7,107-59.2% | $5,982-51.5% |
| Admin fee / account holder | $2,610 | $8,489-69.3% | $5,158-49.4% | $11,246-76.8% |