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 | $50,168 | $77,730-35.5% | $70,164-28.5% | $139,434-64.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.50% | 18.98%+0.5pp | 18.87%+0.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $8,589 | $4,990+72.1% | $4,287+100.4% | $4,751+80.8% |
| Participant deferral / active EE | $3,234 | $6,448-49.8% | $5,395-40.1% | $6,710-51.8% |
| Admin fee / account holder | $454 | $5,368-91.5% | $4,561-90.0% | $11,403-96.0% |