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 | $52,374 | $125,758-58.4% | $169,993-69.2% | $75,163-30.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.48% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,760 | $4,615-40.2% | $6,785-59.3% | $2,670+3.4% |
| Participant deferral / active EE | $5,661 | $6,837-17.2% | $10,408-45.6% | $4,125+37.2% |
| Admin fee / account holder | $3,616 | $8,173-55.8% | $12,815-71.8% | $5,651-36.0% |