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 | $55,396 | $99,652-44.4% | $78,778-29.7% | $147,584-62.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.56% | 47.28%-31.7pp | 35.62%-20.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,081 | $2,796-61.3% | $1,986-45.5% | $4,876-77.8% |
| Participant deferral / active EE | $2,887 | $3,664-21.2% | $2,958-2.4% | $5,439-46.9% |
| Admin fee / account holder | $1,074 | $7,155-85.0% | $5,134-79.1% | $10,885-90.1% |