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 | $54,615 | $165,984-67.1% | $164,813-66.9% | $145,922-62.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.63% | 100.03%-76.4pp | 69.93%-46.3pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,760 | $5,273-28.7% | $4,341-13.4% | $4,660-19.3% |
| Participant deferral / active EE | $7,356 | $6,959+5.7% | $6,031+22.0% | $6,688+10.0% |
| Admin fee / account holder | $6,333 | $16,648-62.0% | $12,690-50.1% | $13,397-52.7% |