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 | $52,994 | $118,450-55.3% | $98,439-46.2% | $139,434-62.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 18.94%-2.0pp | 21.16%-4.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,770 | $3,609-50.9% | $3,048-41.9% | $4,751-62.7% |
| Participant deferral / active EE | $6,157 | $5,392+14.2% | $4,738+29.9% | $6,710-8.2% |
| Admin fee / account holder | $750 | $14,026-94.7% | $8,948-91.6% | $11,403-93.4% |