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 | $52,948 | $111,535-52.5% | $105,223-49.7% | $137,256-61.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.35% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,112 | $3,939-21.0% | $3,689-15.6% | $4,156-25.1% |
| Participant deferral / active EE | $7,856 | $5,500+42.8% | $5,072+54.9% | $6,407+22.6% |
| Admin fee / account holder | $1,819 | $9,721-81.3% | $8,859-79.5% | $12,270-85.2% |