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 | $53,995 | $118,450-54.4% | $98,439-45.1% | $139,434-61.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.19% | 18.94%-0.7pp | 21.16%-3.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $4,458 | $3,609+23.5% | $3,048+46.3% | $4,751-6.2% |
| Participant deferral / active EE | $4,379 | $5,392-18.8% | $4,738-7.6% | $6,710-34.7% |
| Admin fee / account holder | $10,905 | $14,026-22.2% | $8,948+21.9% | $11,403-4.4% |