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 | $56,265 | $118,450-52.5% | $98,439-42.8% | $139,434-59.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.49% | 18.94%-2.4pp | 21.16%-4.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,919 | $3,609-19.1% | $3,048-4.2% | $4,751-38.5% |
| Participant deferral / active EE | $4,673 | $5,392-13.3% | $4,738-1.4% | $6,710-30.4% |
| Admin fee / account holder | $499 | $14,026-96.4% | $8,948-94.4% | $11,403-95.6% |