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 | $54,605 | $111,754-51.1% | $103,333-47.2% | $145,922-62.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.04% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,048 | $4,212-3.9% | $3,868+4.7% | $4,660-13.1% |
| Participant deferral / active EE | $10,958 | $5,619+95.0% | $5,057+116.7% | $6,688+63.9% |
| Admin fee / account holder | $2,135 | $9,750-78.1% | $8,355-74.4% | $13,397-84.1% |