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 | $60,176 | $99,877-39.8% | $84,966-29.2% | $145,922-58.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.27% | 83.76%-74.5pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,103 | $3,231+27.0% | $2,727+50.5% | $4,660-11.9% |
| Participant deferral / active EE | $10,877 | $5,291+105.6% | $4,519+140.7% | $6,688+62.6% |
| Admin fee / account holder | $5,341 | $7,248-26.3% | $6,149-13.1% | $13,397-60.1% |