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 | $55,427 | $73,933-25.0% | $96,683-42.7% | $75,163-26.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.11% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $8,230 | $2,928+181.1% | $3,737+120.3% | $2,670+208.3% |
| Participant deferral / active EE | $4,468 | $3,659+22.1% | $4,878-8.4% | $4,125+8.3% |
| Admin fee / account holder | $1,482 | $5,216-71.6% | $6,730-78.0% | $5,651-73.8% |