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 | $56,951 | $96,484-41.0% | $75,886-25.0% | $152,861-62.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.10% | 33.98%-9.9pp | 30.76%-6.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,208 | $3,309-3.1% | $2,500+28.3% | $4,762-32.6% |
| Participant deferral / active EE | $6,133 | $4,553+34.7% | $3,603+70.2% | $5,850+4.8% |
| Admin fee / account holder | $8,229 | $8,078+1.9% | $5,418+51.9% | $11,596-29.0% |