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 | $55,064 | $105,931-48.0% | $81,930-32.8% | $158,922-65.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.16% | 38.17%-30.0pp | 29.49%-21.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,202 | $7,800-71.8% | $4,310-48.9% | $4,761-53.7% |
| Participant deferral / active EE | $5,157 | $13,003-60.3% | $7,107-27.4% | $5,982-13.8% |
| Admin fee / account holder | $13,533 | $8,489+59.4% | $5,158+162.4% | $11,246+20.3% |