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 | $48,006 | $102,616-53.2% | $81,983-41.4% | $158,922-69.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 7.86% | 61.04%-53.2pp | 41.31%-33.4pp | 302.83%-295.0pp |
| Employer contribution / active EE | $8,771 | $3,240+170.7% | $2,498+251.1% | $4,761+84.2% |
| Participant deferral / active EE | $4,547 | $4,648-2.2% | $3,722+22.2% | $5,982-24.0% |
| Admin fee / account holder | $1,923 | $8,235-76.6% | $5,664-66.0% | $11,246-82.9% |