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 | $44,922 | $72,071-37.7% | $68,368-34.3% | $137,256-67.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.90% | 353.14%-335.2pp | 292.57%-274.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,696 | $2,788+68.4% | $2,649+77.3% | $4,156+13.0% |
| Participant deferral / active EE | $11,318 | $4,410+156.6% | $4,123+174.5% | $6,407+76.7% |
| Admin fee / account holder | $6,154 | $5,336+15.3% | $5,150+19.5% | $12,270-49.8% |