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 | $47,310 | $99,079-52.3% | $77,999-39.3% | $273,961-82.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.29% | 217.93%-215.6pp | 425.96%-423.7pp | 41.45%-39.2pp |
| Employer contribution / active EE | $2,887 | $3,308-12.7% | $2,470+16.9% | $4,869-40.7% |
| Participant deferral / active EE | $3,038 | $4,306-29.4% | $3,497-13.1% | $5,287-42.5% |
| Admin fee / account holder | $1,349 | $8,954-84.9% | $5,480-75.4% | $10,132-86.7% |