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 | $40,554 | $96,484-58.0% | $75,886-46.6% | $152,861-73.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.98% | 33.98%-9.0pp | 30.76%-5.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,633 | $3,309-20.4% | $2,500+5.3% | $4,762-44.7% |
| Participant deferral / active EE | $13,131 | $4,553+188.4% | $3,603+264.5% | $5,850+124.5% |
| Admin fee / account holder | $552 | $8,078-93.2% | $5,418-89.8% | $11,596-95.2% |