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 | $51,351 | $105,859-51.5% | $90,160-43.0% | $147,584-65.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 44.04% | 37.63%+6.4pp | 34.88%+9.2pp | 578.55%-534.5pp |
| Employer contribution / active EE | $1,315 | $4,126-68.1% | $3,318-60.4% | $4,876-73.0% |
| Participant deferral / active EE | $3,642 | $5,733-36.5% | $5,288-31.1% | $5,439-33.0% |
| Admin fee / account holder | $1,620 | $8,046-79.9% | $5,943-72.7% | $10,885-85.1% |