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 | $50,657 | $99,877-49.3% | $84,966-40.4% | $145,922-65.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.16% | 83.76%-69.6pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,981 | $3,231-7.8% | $2,727+9.3% | $4,660-36.0% |
| Participant deferral / active EE | $5,132 | $5,291-3.0% | $4,519+13.6% | $6,688-23.3% |
| Admin fee / account holder | $1,146 | $7,248-84.2% | $6,149-81.4% | $13,397-91.4% |