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 | $50,643 | $64,307-21.2% | $57,343-11.7% | $125,391-59.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.02% | 25.12%-26.1pp | 24.39%-25.4pp | 282.22%-283.2pp |
| Employer contribution / active EE | $10,428 | $3,193+226.6% | $2,689+287.9% | $4,866+114.3% |
| Participant deferral / active EE | $6,178 | $3,848+60.5% | $3,162+95.3% | $5,352+15.4% |
| Admin fee / account holder | $2,525 | $5,242-51.8% | $3,356-24.7% | $9,540-73.5% |