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 | $51,722 | $77,419-33.2% | $69,455-25.5% | $152,861-66.2% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.4%+9.2pp |
| Annual return | 40.74% | 39.06%+1.7pp | 28.97%+11.8pp | 345.32%-304.6pp |
| Employer contribution / active EE | $3,289 | $3,315-0.8% | $2,779+18.4% | $4,762-30.9% |
| Participant deferral / active EE | $6,047 | $4,414+37.0% | $3,535+71.0% | $5,850+3.4% |
| Admin fee / account holder | $512 | $6,207-91.7% | $3,839-86.7% | $11,596-95.6% |