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 | $51,653 | $104,251-50.5% | $91,001-43.2% | $147,584-65.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.25% | 27.06%-13.8pp | 4.60%+8.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,397 | $3,116-23.1% | $2,456-2.4% | $4,876-50.9% |
| Participant deferral / active EE | $3,058 | $4,195-27.1% | $3,547-13.8% | $5,439-43.8% |
| Admin fee / account holder | $308 | $8,948-96.6% | $5,417-94.3% | $10,885-97.2% |