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 | $54,341 | $111,754-51.4% | $103,333-47.4% | $145,922-62.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.55% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,311 | $4,212-68.9% | $3,868-66.1% | $4,660-71.9% |
| Participant deferral / active EE | $4,232 | $5,619-24.7% | $5,057-16.3% | $6,688-36.7% |
| Admin fee / account holder | $2,236 | $9,750-77.1% | $8,355-73.2% | $13,397-83.3% |