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 | $50,191 | $127,065-60.5% | $113,168-55.6% | $142,382-64.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.02% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,241 | $3,442-5.8% | $2,975+8.9% | $4,299-24.6% |
| Participant deferral / active EE | $6,968 | $5,716+21.9% | $5,107+36.4% | $6,507+7.1% |
| Admin fee / account holder | $991 | $15,736-93.7% | $12,068-91.8% | $12,624-92.2% |