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 | $55,171 | $64,307-14.2% | $57,343-3.8% | $125,391-56.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.54% | 25.12%-23.6pp | 24.39%-22.9pp | 282.22%-280.7pp |
| Employer contribution / active EE | $6,949 | $3,193+117.6% | $2,689+158.5% | $4,866+42.8% |
| Participant deferral / active EE | $3,790 | $3,848-1.5% | $3,162+19.9% | $5,352-29.2% |
| Admin fee / account holder | $875 | $5,242-83.3% | $3,356-73.9% | $9,540-90.8% |