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 | $44,764 | $96,484-53.6% | $75,886-41.0% | $152,861-70.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.97% | 33.98%-20.0pp | 30.76%-16.8pp | 345.32%-331.3pp |
| Employer contribution / active EE | $9,805 | $3,309+196.3% | $2,500+292.1% | $4,762+105.9% |
| Participant deferral / active EE | $6,386 | $4,553+40.3% | $3,603+77.2% | $5,850+9.2% |
| Admin fee / account holder | $2,392 | $8,078-70.4% | $5,418-55.9% | $11,596-79.4% |