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 | $50,279 | $75,935-33.8% | $60,547-17.0% | $125,391-59.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 21.08% | -5.38%+26.5pp | 335.64%-314.6pp | 282.22%-261.1pp |
| Employer contribution / active EE | $4,827 | $3,438+40.4% | $2,419+99.5% | $4,866-0.8% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,682 | $6,768-60.4% | $4,536-40.9% | $9,540-71.9% |