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 | $45,904 | $116,175-60.5% | $93,606-51.0% | $152,861-70.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.40% | 35.96%-11.6pp | 32.76%-8.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $6,564 | $3,218+104.0% | $2,718+141.5% | $4,762+37.8% |
| Participant deferral / active EE | $8,493 | $4,603+84.5% | $4,069+108.7% | $5,850+45.2% |
| Admin fee / account holder | $1,784 | $10,748-83.4% | $7,888-77.4% | $11,596-84.6% |