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 | $41,927 | $99,918-58.0% | $81,382-48.5% | $145,922-71.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.78% | 34.32%-22.5pp | 24.73%-13.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,237 | $2,978+8.7% | $2,463+31.4% | $4,660-30.5% |
| Participant deferral / active EE | $5,894 | $4,605+28.0% | $3,883+51.8% | $6,688-11.9% |
| Admin fee / account holder | $6,000 | $8,212-26.9% | $5,768+4.0% | $13,397-55.2% |