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 | $52,343 | $118,849-56.0% | $96,562-45.8% | $167,490-68.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.99% | 50.49%-40.5pp | 37.78%-27.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,145 | $3,120-31.2% | $2,356-9.0% | $4,837-55.7% |
| Participant deferral / active EE | $6,541 | $4,616+41.7% | $3,849+69.9% | $6,341+3.1% |
| Admin fee / account holder | $400 | $8,065-95.0% | $6,181-93.5% | $12,309-96.8% |