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 | $54,250 | $115,770-53.1% | $101,248-46.4% | $158,922-65.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.30% | 56.14%-40.8pp | 46.47%-31.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,858 | $4,175-31.5% | $3,660-21.9% | $4,761-40.0% |
| Participant deferral / active EE | $7,089 | $4,957+43.0% | $4,370+62.2% | $5,982+18.5% |
| Admin fee / account holder | $3,116 | $7,245-57.0% | $5,945-47.6% | $11,246-72.3% |