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 | $50,971 | $118,427-57.0% | $66,042-22.8% | $142,382-64.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 14.47% | 35.57%-21.1pp | 52.11%-37.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,925 | $2,570+52.8% | $1,579+148.6% | $4,299-8.7% |
| Participant deferral / active EE | $2,618 | $4,311-39.3% | $2,835-7.7% | $6,507-59.8% |
| Admin fee / account holder | $2,703 | $9,593-71.8% | $5,747-53.0% | $12,624-78.6% |