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 | $44,560 | $102,616-56.6% | $81,983-45.6% | $158,922-72.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.91% | 61.04%-47.1pp | 41.31%-27.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,503 | $3,240+8.1% | $2,498+40.2% | $4,761-26.4% |
| Participant deferral / active EE | $9,970 | $4,648+114.5% | $3,722+167.9% | $5,982+66.7% |
| Admin fee / account holder | $7,595 | $8,235-7.8% | $5,664+34.1% | $11,246-32.5% |