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 | $52,354 | $93,571-44.0% | $135,903-61.5% | $75,163-30.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.59% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,781 | $3,537-21.4% | $4,856-42.7% | $2,670+4.2% |
| Participant deferral / active EE | $6,893 | $6,404+7.6% | $7,758-11.2% | $4,125+67.1% |
| Admin fee / account holder | $3,548 | $6,975-49.1% | $10,762-67.0% | $5,651-37.2% |