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 | $57,808 | $98,240-41.2% | $82,313-29.8% | $147,584-60.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.25% | 30.85%-10.6pp | 25.88%-5.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $766 | $3,192-76.0% | $2,428-68.5% | $4,876-84.3% |
| Participant deferral / active EE | $2,532 | $4,383-42.2% | $3,706-31.7% | $5,439-53.4% |
| Admin fee / account holder | $527 | $8,563-93.8% | $5,608-90.6% | $10,885-95.2% |