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 | $51,294 | $93,346-45.0% | $71,796-28.6% | $273,961-81.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.77% | 130.39%-122.6pp | 78.04%-70.3pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,542 | $2,733+29.6% | $1,924+84.1% | $4,869-27.2% |
| Participant deferral / active EE | $3,774 | $3,475+8.6% | $2,794+35.0% | $5,287-28.6% |
| Admin fee / account holder | $1,438 | $6,571-78.1% | $4,815-70.1% | $10,132-85.8% |