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 | $55,148 | $98,240-43.9% | $82,313-33.0% | $147,584-62.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.65% | 30.85%-13.2pp | 25.88%-8.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,290 | $3,192+3.1% | $2,428+35.5% | $4,876-32.5% |
| Participant deferral / active EE | $3,583 | $4,383-18.2% | $3,706-3.3% | $5,439-34.1% |
| Admin fee / account holder | $716 | $8,563-91.6% | $5,608-87.2% | $10,885-93.4% |