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 | $54,172 | $127,777-57.6% | $106,548-49.2% | $167,490-67.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.63% | 33.87%-18.2pp | 26.80%-11.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,373 | $3,427-1.6% | $2,819+19.7% | $4,837-30.3% |
| Participant deferral / active EE | $2,561 | $5,087-49.7% | $4,398-41.8% | $6,341-59.6% |
| Admin fee / account holder | $2,064 | $11,228-81.6% | $7,407-72.1% | $12,309-83.2% |