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 | $49,621 | $112,881-56.0% | $90,951-45.4% | $158,922-68.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.75% | 215.79%-209.0pp | 134.60%-127.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,253 | $2,893-22.1% | $2,122+6.2% | $4,761-52.7% |
| Participant deferral / active EE | $3,807 | $4,128-7.8% | $3,373+12.9% | $5,982-36.4% |
| Admin fee / account holder | $1,620 | $8,041-79.9% | $5,959-72.8% | $11,246-85.6% |