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 | $52,139 | $162,781-68.0% | $133,956-61.1% | $158,922-67.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.09% | 41.94%-30.9pp | 45.09%-34.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,840 | $4,975-22.8% | $3,919-2.0% | $4,761-19.3% |
| Participant deferral / active EE | $8,667 | $5,911+46.6% | $5,048+71.7% | $5,982+44.9% |
| Admin fee / account holder | $12,312 | $11,736+4.9% | $8,927+37.9% | $11,246+9.5% |