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 | $54,763 | $103,376-47.0% | $87,100-37.1% | $152,861-64.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.30% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,062 | $3,220-36.0% | $2,521-18.2% | $4,762-56.7% |
| Participant deferral / active EE | $3,623 | $4,778-24.2% | $4,049-10.5% | $5,850-38.1% |
| Admin fee / account holder | $495 | $12,205-95.9% | $7,497-93.4% | $11,596-95.7% |