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 | $74,888-40.0% | $71,209-36.9% | $142,382-68.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.90% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,696 | $2,854+64.5% | $2,721+72.6% | $4,299+9.2% |
| Participant deferral / active EE | $11,318 | $4,454+154.1% | $4,175+171.1% | $6,507+73.9% |
| Admin fee / account holder | $6,154 | $5,568+10.5% | $5,349+15.1% | $12,624-51.3% |