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 | $50,789 | $152,587-66.7% | $125,175-59.4% | $152,861-66.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.42% | 54.84%-38.4pp | 43.79%-27.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,971 | $4,946+0.5% | $3,865+28.6% | $4,762+4.4% |
| Participant deferral / active EE | $5,900 | $5,868+0.5% | $4,937+19.5% | $5,850+0.9% |
| Admin fee / account holder | $2,771 | $13,434-79.4% | $9,702-71.4% | $11,596-76.1% |