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 | $57,801 | $140,940-59.0% | $112,229-48.5% | $139,434-58.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.33% | 32.71%-17.4pp | 30.20%-14.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,885 | $4,283-32.6% | $3,430-15.9% | $4,751-39.3% |
| Participant deferral / active EE | $8,247 | $5,874+40.4% | $4,798+71.9% | $6,710+22.9% |
| Admin fee / account holder | $1,722 | $9,954-82.7% | $7,748-77.8% | $11,403-84.9% |