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 | $57,432 | $98,240-41.5% | $82,313-30.2% | $147,584-61.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.41% | 30.85%-13.4pp | 25.88%-8.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $6,705 | $3,192+110.1% | $2,428+176.1% | $4,876+37.5% |
| Participant deferral / active EE | $4,658 | $4,383+6.3% | $3,706+25.7% | $5,439-14.4% |
| Admin fee / account holder | $724 | $8,563-91.6% | $5,608-87.1% | $10,885-93.4% |