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 | $47,976 | $77,419-38.0% | $69,455-30.9% | $152,861-68.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 11.65% | 39.06%-27.4pp | 28.97%-17.3pp | 345.32%-333.7pp |
| Employer contribution / active EE | $765 | $3,315-76.9% | $2,779-72.5% | $4,762-83.9% |
| Participant deferral / active EE | $1,651 | $4,414-62.6% | $3,535-53.3% | $5,850-71.8% |
| Admin fee / account holder | $3,751 | $6,207-39.6% | $3,839-2.3% | $11,596-67.7% |