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 | $58,087 | $107,334-45.9% | $92,893-37.5% | $152,861-62.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.64% | 145.58%-127.9pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,687 | $4,221-36.3% | $3,653-26.4% | $4,762-43.6% |
| Participant deferral / active EE | $3,543 | $4,845-26.9% | $4,236-16.4% | $5,850-39.4% |
| Admin fee / account holder | $4,316 | $7,079-39.0% | $5,794-25.5% | $11,596-62.8% |