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 | $47,250 | $83,337-43.3% | $67,834-30.3% | $273,961-82.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.03% | 259.45%-250.4pp | 138.47%-129.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,736 | $3,287+13.7% | $2,403+55.5% | $4,869-23.3% |
| Participant deferral / active EE | $5,773 | $4,088+41.2% | $3,160+82.7% | $5,287+9.2% |
| Admin fee / account holder | $1,139 | $6,752-83.1% | $4,622-75.4% | $10,132-88.8% |