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 | $51,901 | $110,261-52.9% | $95,745-45.8% | $139,434-62.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.01% | 27.11%-10.1pp | 28.35%-11.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $5,205 | $3,257+59.8% | $2,835+83.6% | $4,751+9.6% |
| Participant deferral / active EE | $10,304 | $4,676+120.4% | $4,245+142.8% | $6,710+53.6% |
| Admin fee / account holder | $5,815 | $6,613-12.1% | $5,678+2.4% | $11,403-49.0% |