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 | $53,453 | $109,817-51.3% | $98,442-45.7% | $167,490-68.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.61% | 1956.69%-1942.1pp | 1492.73%-1478.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,508 | $3,224+8.8% | $2,960+18.5% | $4,837-27.5% |
| Participant deferral / active EE | $4,075 | $4,673-12.8% | $4,276-4.7% | $6,341-35.7% |
| Admin fee / account holder | $2,769 | $6,753-59.0% | $5,949-53.5% | $12,309-77.5% |