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 | $51,772 | $81,632-36.6% | $70,449-26.5% | $158,922-67.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.92% | 208.40%-196.5pp | 109.03%-97.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $6,332 | $3,217+96.8% | $2,737+131.4% | $4,761+33.0% |
| Participant deferral / active EE | $17,840 | $4,554+291.8% | $3,709+381.0% | $5,982+198.2% |
| Admin fee / account holder | $2,268 | $6,193-63.4% | $3,845-41.0% | $11,246-79.8% |