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 | $49,362 | $77,419-36.2% | $69,455-28.9% | $152,861-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 22.37% | 39.06%-16.7pp | 28.97%-6.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $6,336 | $3,315+91.1% | $2,779+128.0% | $4,762+33.1% |
| Participant deferral / active EE | $3,168 | $4,414-28.2% | $3,535-10.4% | $5,850-45.8% |
| Admin fee / account holder | $1,544 | $6,207-75.1% | $3,839-59.8% | $11,596-86.7% |