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 | $49,490 | $95,266-48.1% | $82,389-39.9% | $142,382-65.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.17% | 25.74%-6.6pp | 28.67%-9.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,680 | $2,991-43.8% | $2,517-33.2% | $4,299-60.9% |
| Participant deferral / active EE | $16,633 | $4,809+245.9% | $4,155+300.3% | $6,507+155.6% |
| Admin fee / account holder | $1,129 | $8,563-86.8% | $7,231-84.4% | $12,624-91.1% |