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 | $56,228 | $99,020-43.2% | $86,590-35.1% | $147,584-61.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.70% | 1312.34%-1287.6pp | 964.84%-940.1pp | 578.55%-553.9pp |
| Employer contribution / active EE | $2,817 | $3,132-10.1% | $2,839-0.8% | $4,876-42.2% |
| Participant deferral / active EE | $5,687 | $3,972+43.2% | $3,609+57.6% | $5,439+4.6% |
| Admin fee / account holder | $4,320 | $5,710-24.3% | $4,906-11.9% | $10,885-60.3% |