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 | $55,628 | $140,940-60.5% | $112,229-50.4% | $139,434-60.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.23% | 32.71%-15.5pp | 30.20%-13.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,776 | $4,283-35.2% | $3,430-19.1% | $4,751-41.6% |
| Participant deferral / active EE | $7,494 | $5,874+27.6% | $4,798+56.2% | $6,710+11.7% |
| Admin fee / account holder | $6,089 | $9,954-38.8% | $7,748-21.4% | $11,403-46.6% |