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 | $55,506 | $104,251-46.8% | $91,001-39.0% | $147,584-62.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.04% | 27.06%-4.0pp | 4.60%+18.4pp | 578.55%-555.5pp |
| Employer contribution / active EE | $8,250 | $3,116+164.8% | $2,456+236.0% | $4,876+69.2% |
| Participant deferral / active EE | $7,920 | $4,195+88.8% | $3,547+123.3% | $5,439+45.6% |
| Admin fee / account holder | $651 | $8,948-92.7% | $5,417-88.0% | $10,885-94.0% |