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 | $51,479 | $110,257-53.3% | $96,544-46.7% | $139,434-63.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.09% | 26.32%-13.2pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,789 | $3,620+4.7% | $2,965+27.8% | $4,751-20.2% |
| Participant deferral / active EE | $6,259 | $5,548+12.8% | $4,851+29.0% | $6,710-6.7% |
| Admin fee / account holder | $11,944 | $11,591+3.0% | $8,252+44.7% | $11,403+4.7% |