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 | $56,975 | $118,680-52.0% | $98,907-42.4% | $158,922-64.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.73% | 372.35%-361.6pp | 196.43%-185.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,976 | $3,333-40.7% | $2,689-26.5% | $4,761-58.5% |
| Participant deferral / active EE | $4,090 | $5,088-19.6% | $4,244-3.6% | $5,982-31.6% |
| Admin fee / account holder | $7,830 | $10,131-22.7% | $6,642+17.9% | $11,246-30.4% |