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 | $50,187 | $111,535-55.0% | $105,223-52.3% | $137,256-63.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.29% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,231 | $3,939-68.8% | $3,689-66.6% | $4,156-70.4% |
| Participant deferral / active EE | $1,554 | $5,500-71.8% | $5,072-69.4% | $6,407-75.7% |
| Admin fee / account holder | $2,091 | $9,721-78.5% | $8,859-76.4% | $12,270-83.0% |