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 | $59,863 | $104,974-43.0% | $95,585-37.4% | $142,382-58.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.26% | 210.33%-188.1pp | 38.56%-16.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,149 | $2,779+85.3% | $2,527+103.8% | $4,299+19.8% |
| Participant deferral / active EE | $7,952 | $4,352+82.7% | $4,023+97.7% | $6,507+22.2% |
| Admin fee / account holder | $370 | $6,386-94.2% | $6,127-94.0% | $12,624-97.1% |