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 | $60,945 | $116,167-47.5% | $64,489-5.5% | $137,256-55.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 10.33% | 36.55%-26.2pp | 55.03%-44.7pp | 220.34%-210.0pp |
| Employer contribution / active EE | $6,960 | $2,483+180.4% | $1,523+357.0% | $4,156+67.5% |
| Participant deferral / active EE | $5,746 | $4,215+36.3% | $2,778+106.8% | $6,407-10.3% |
| Admin fee / account holder | $14,020 | $6,188+126.6% | $4,260+229.1% | $12,270+14.3% |