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 | $56,539 | $165,984-65.9% | $164,813-65.7% | $145,922-61.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.23% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,748 | $5,273-9.9% | $4,341+9.4% | $4,660+1.9% |
| Participant deferral / active EE | $6,746 | $6,959-3.1% | $6,031+11.8% | $6,688+0.9% |
| Admin fee / account holder | $4,300 | $16,648-74.2% | $12,690-66.1% | $13,397-67.9% |