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 | $48,970 | $112,881-56.6% | $90,951-46.2% | $158,922-69.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.67% | 215.79%-203.1pp | 134.60%-121.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,369 | $2,893-18.1% | $2,122+11.6% | $4,761-50.2% |
| Participant deferral / active EE | $5,847 | $4,128+41.7% | $3,373+73.4% | $5,982-2.3% |
| Admin fee / account holder | $493 | $8,041-93.9% | $5,959-91.7% | $11,246-95.6% |