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 | $50,807 | $102,616-50.5% | $81,983-38.0% | $158,922-68.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 9.91% | 61.04%-51.1pp | 41.31%-31.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $6,529 | $3,240+101.5% | $2,498+161.4% | $4,761+37.1% |
| Participant deferral / active EE | $6,496 | $4,648+39.8% | $3,722+74.5% | $5,982+8.6% |
| Admin fee / account holder | $2,314 | $8,235-71.9% | $5,664-59.1% | $11,246-79.4% |